Kotak ESG Exclusionary Strategy Fund vs Parag Parikh Large Cap Fund
Kotak vs PPFAS· Portfolio Overlap Analysis
48.7%High Overlap
31 common stocksRank #11444 / 20,000
Investor takeaway: At 48.7% 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 (31)
| Stock | Wt% in Kotak ESG Exclusionary Strateg | Wt% in Parag Parikh Large Cap | Overlap |
|---|---|---|---|
HDFC BANK LTD. Banks | 7.24% | 9.77% | 7.24% |
ICICI BANK LTD. Banks | 5.11% | 7.17% | 5.11% |
BHARTI AIRTEL LTD. Telecom - Services | 7.10% | 3.79% | 3.79% |
Larsen and Toubro Ltd. Construction | 4.28% | 3.64% | 3.64% |
STATE BANK OF INDIA. Banks | 4.01% | 3.61% | 3.61% |
Infosys Ltd. IT - Software | 3.21% | 3.30% | 3.21% |
AXIS BANK LTD. Banks | 4.10% | 2.91% | 2.91% |
TATA CONSULTANCY SERVICES LTD. IT - Software | 2.15% | 1.95% | 1.95% |
BAJAJ FINANCE LTD. Finance | 4.06% | 1.92% | 1.92% |
ETERNAL LIMITED Retailing | 4.26% | 1.28% | 1.28% |
KOTAK MAHINDRA BANK LTD. Banks | 1.28% | 2.25% | 1.28% |
Hindustan Unilever Ltd. Diversified FMCG | 1.16% | 1.50% | 1.16% |
RELIANCE INDUSTRIES LTD. Petroleum Products | 1.12% | 6.82% | 1.12% |
SHRIRAM FINANCE LIMITED Finance | 3.60% | 1.10% | 1.10% |
Ultratech Cement Ltd. Cement and Cement Products | 3.76% | 1.09% | 1.09% |
HCL Technologies Ltd. IT - Software | 1.20% | 1.06% | 1.06% |
Mahindra & Mahindra Ltd. Automobiles | 0.92% | 2.20% | 0.92% |
Maruti Suzuki India Limited Automobiles | 0.92% | 1.41% | 0.92% |
NTPC LTD Power | 0.71% | 1.31% | 0.71% |
Tech Mahindra Ltd. IT - Software | 3.02% | 0.62% | 0.62% |
Cipla Ltd. Pharmaceuticals and Biotechnology | 0.73% | 0.55% | 0.55% |
BHARAT PETROLEUM CORPORATION LTD. Petroleum Products | 1.43% | 0.54% | 0.54% |
Britannia Industries Ltd. Food Products | 1.63% | 0.51% | 0.51% |
Power Finance Corporation Ltd. Finance | 0.92% | 0.44% | 0.44% |
BANK OF BARODA Banks | 0.89% | 0.43% | 0.43% |
Avenue Supermarts Ltd Retailing | 1.28% | 0.41% | 0.41% |
GODREJ CONSUMER PRODUCTS LTD. Personal Products | 1.67% | 0.35% | 0.35% |
GAIL (India) Ltd. Gas | 0.63% | 0.33% | 0.33% |
Bosch Limited Auto Components | 2.02% | 0.23% | 0.23% |
Siemens Ltd. Electrical Equipment | 1.39% | 0.22% | 0.22% |
AMBUJA CEMENTS LTD. Cement and Cement Products | 1.85% | 0.09% | 0.09% |
Unique to Kotak ESG Exclusionary Strateg
All top holdings are shared with the other fund.
Unique to Parag Parikh Large Cap
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks20.6% (6)
IT - Software6.8% (4)
Telecom - Services3.8% (1)
Construction3.6% (1)
Finance3.5% (3)
Automobiles1.8% (2)
Retailing1.7% (2)
Petroleum Products1.7% (2)
Cement and Cement Products1.2% (2)
Diversified FMCG1.2% (1)
Power0.7% (1)
Pharmaceuticals and Biotechnology0.6% (1)
Food Products0.5% (1)
Personal Products0.3% (1)
Gas0.3% (1)
Auto Components0.2% (1)
Electrical Equipment0.2% (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 Parag Parikh Large Cap
- vs HDFC NIFTY 100 ETF99.8% · 100 stocks
- vs ICICI Prudential Nifty 100 ETF99.8% · 100 stocks
- vs Axis Nifty 100 Index99.7% · 100 stocks
- vs Nippon India ETF Nifty 10099.7% · 100 stocks
- vs HDFC NIFTY 100 Index99.7% · 100 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.