Kotak ESG Exclusionary Strategy Fund vs Mirae Asset Large Cap Fund
Kotak vs Mirae· Portfolio Overlap Analysis
50.8%High Overlap
27 common stocksRank #9271 / 20,000
Investor takeaway: At 50.8% 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 (27)
| Stock | Wt% in Kotak ESG Exclusionary Strateg | Wt% in Mirae Asset Large Cap | Overlap |
|---|---|---|---|
HDFC BANK LTD. Banks | 7.24% | 9.54% | 7.24% |
ICICI BANK LTD. Banks | 5.11% | 8.49% | 5.11% |
BHARTI AIRTEL LTD. Telecom - Services | 7.10% | 4.55% | 4.55% |
Larsen and Toubro Ltd. Construction | 4.28% | 3.99% | 3.99% |
STATE BANK OF INDIA. Banks | 4.01% | 3.66% | 3.66% |
AXIS BANK LTD. Banks | 4.10% | 3.62% | 3.62% |
Infosys Ltd. IT - Software | 3.21% | 4.28% | 3.21% |
ETERNAL LIMITED Retailing | 4.26% | 2.47% | 2.47% |
TATA CONSULTANCY SERVICES LTD. IT - Software | 2.15% | 2.94% | 2.15% |
AMBUJA CEMENTS LTD. Cement and Cement Products | 1.85% | 1.62% | 1.62% |
KOTAK MAHINDRA BANK LTD. Banks | 1.28% | 1.75% | 1.28% |
GODREJ CONSUMER PRODUCTS LTD. Personal Products | 1.67% | 1.23% | 1.23% |
Britannia Industries Ltd. Food Products | 1.63% | 1.16% | 1.16% |
Siemens Ltd. Electrical Equipment | 1.39% | 1.16% | 1.16% |
RELIANCE INDUSTRIES LTD. Petroleum Products | 1.12% | 4.99% | 1.12% |
Hindustan Unilever Ltd. Diversified FMCG | 1.16% | 0.92% | 0.92% |
Mahindra & Mahindra Ltd. Automobiles | 0.92% | 2.05% | 0.92% |
Maruti Suzuki India Limited Automobiles | 0.92% | 2.37% | 0.92% |
BAJAJ FINANCE LTD. Finance | 4.06% | 0.84% | 0.84% |
SHRIRAM FINANCE LIMITED Finance | 3.60% | 0.77% | 0.77% |
NTPC LTD Power | 0.71% | 1.45% | 0.71% |
Power Finance Corporation Ltd. Finance | 0.92% | 0.62% | 0.62% |
BIOCON LTD. Pharmaceuticals and Biotechnology | 1.30% | 0.51% | 0.51% |
Avenue Supermarts Ltd Retailing | 1.28% | 0.50% | 0.50% |
Ultratech Cement Ltd. Cement and Cement Products | 3.76% | 0.26% | 0.26% |
GAIL (India) Ltd. Gas | 0.63% | 0.25% | 0.25% |
Cipla Ltd. Pharmaceuticals and Biotechnology | 0.73% | 0.00% | 0.00% |
Unique to Kotak ESG Exclusionary Strateg
All top holdings are shared with the other fund.
Unique to Mirae Asset Large Cap
- ITC Ltd.3.12%
Sector Overlap Breakdown
Banks20.9% (5)
IT - Software5.4% (2)
Telecom - Services4.5% (1)
Construction4.0% (1)
Retailing3.0% (2)
Finance2.2% (3)
Cement and Cement Products1.9% (2)
Automobiles1.8% (2)
Personal Products1.2% (1)
Food Products1.2% (1)
Electrical Equipment1.2% (1)
Petroleum Products1.1% (1)
Diversified FMCG0.9% (1)
Power0.7% (1)
Pharmaceuticals and Biotechnology0.5% (2)
Gas0.3% (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 Mirae Asset Large Cap
- vs HDFC NIFTY 50 ETF68.5% · 33 stocks
- vs HDFC Nifty 50 Index68.5% · 33 stocks
- vs ICICI Prudential Nifty 50 ETF68.5% · 33 stocks
- vs Mirae Asset Nifty 50 ETF68.5% · 33 stocks
- vs SBI Nifty Index68.5% · 33 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.