Kotak ESG Exclusionary Strategy Fund vs Mahindra Manulife Large Cap Fund
Kotak vs Mahindra· Portfolio Overlap Analysis
48.3%High Overlap
20 common stocksRank #11957 / 20,000
Investor takeaway: At 48.3% overlap, a significant part of these portfolios is identical. Despite coming from different AMCs, the stock picks still converge heavily. Make sure both funds actually serve different jobs in your allocation.
Common Holdings (20)
| Stock | Wt% in Kotak ESG Exclusionary Strateg | Wt% in Mahindra Manulife Large Cap | Overlap |
|---|---|---|---|
HDFC BANK LTD. Banks | 7.24% | 8.55% | 7.24% |
ICICI BANK LTD. Banks | 5.11% | 9.06% | 5.11% |
Larsen and Toubro Ltd. Construction | 4.28% | 4.33% | 4.28% |
AXIS BANK LTD. Banks | 4.10% | 4.28% | 4.10% |
BHARTI AIRTEL LTD. Telecom - Services | 7.10% | 3.90% | 3.90% |
STATE BANK OF INDIA. Banks | 4.01% | 3.83% | 3.83% |
Infosys Ltd. IT - Software | 3.21% | 4.41% | 3.21% |
TATA CONSULTANCY SERVICES LTD. IT - Software | 2.15% | 3.29% | 2.15% |
SHRIRAM FINANCE LIMITED Finance | 3.60% | 1.80% | 1.80% |
Tech Mahindra Ltd. IT - Software | 3.02% | 1.55% | 1.55% |
Britannia Industries Ltd. Food Products | 1.63% | 1.42% | 1.42% |
Avenue Supermarts Ltd Retailing | 1.28% | 1.46% | 1.28% |
KOTAK MAHINDRA BANK LTD. Banks | 1.28% | 1.77% | 1.28% |
Siemens Ltd. Electrical Equipment | 1.39% | 1.21% | 1.21% |
Hindustan Unilever Ltd. Diversified FMCG | 1.16% | 3.00% | 1.16% |
Indus Towers Ltd. Telecom - Services | 1.12% | 1.29% | 1.12% |
RELIANCE INDUSTRIES LTD. Petroleum Products | 1.12% | 7.77% | 1.12% |
Mahindra & Mahindra Ltd. Automobiles | 0.92% | 2.62% | 0.92% |
SRF LTD. Chemicals and Petrochemicals | 1.04% | 0.87% | 0.87% |
NTPC LTD Power | 0.71% | 2.17% | 0.71% |
Unique to Kotak ESG Exclusionary Strateg
- ETERNAL LIMITED4.26%
- BAJAJ FINANCE LTD.4.06%
- Ultratech Cement Ltd.3.76%
Unique to Mahindra Manulife Large Cap
- Bajaj Finserv Limited4.73%
Sector Overlap Breakdown
Banks21.6% (5)
IT - Software6.9% (3)
Telecom - Services5.0% (2)
Construction4.3% (1)
Finance1.8% (1)
Food Products1.4% (1)
Retailing1.3% (1)
Electrical Equipment1.2% (1)
Diversified FMCG1.2% (1)
Petroleum Products1.1% (1)
Automobiles0.9% (1)
Chemicals and Petrochemicals0.9% (1)
Power0.7% (1)
More comparisons for Kotak ESG Exclusionary Strateg
- vs Kotak Large Cap55.3% · 27 stocks
- vs Kotak ELSS Tax Saver55.2% · 25 stocks
- vs Kotak Flexicap55.1% · 29 stocks
- vs Kotak Focused52.0% · 17 stocks
- vs Kotak Large & Midcap50.8% · 28 stocks
More comparisons for Mahindra Manulife Large Cap
- vs Mahindra Manulife Flexi Cap64.6% · 31 stocks
- vs HDFC NIFTY 50 ETF64.1% · 23 stocks
- vs HDFC Nifty 50 Index64.1% · 23 stocks
- vs ICICI Prudential Nifty 50 ETF64.1% · 23 stocks
- vs Mirae Asset Nifty 50 ETF64.1% · 23 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.