Kotak Flexicap Fund vs Mirae Asset Large Cap Fund

Kotak vs Mirae· Portfolio Overlap Analysis

45.7%High Overlap
26 common stocksRank #14964 / 20,000

Investor takeaway: At 45.7% 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 (26)

StockWt% in Kotak FlexicapWt% in Mirae Asset Large CapOverlap
HDFC BANK LTD.
Banks
6.17%9.54%6.17%
ICICI BANK LTD.
Banks
5.34%8.49%5.34%
Larsen and Toubro Ltd.
Construction
3.99%3.99%3.99%
STATE BANK OF INDIA.
Banks
5.03%3.66%3.66%
AXIS BANK LTD.
Banks
3.89%3.62%3.62%
BHARTI AIRTEL LTD.
Telecom - Services
2.88%4.55%2.88%
ETERNAL LIMITED
Retailing
2.77%2.47%2.47%
RELIANCE INDUSTRIES LTD.
Petroleum Products
2.45%4.99%2.45%
Infosys Ltd.
IT - Software
2.42%4.28%2.42%
Maruti Suzuki India Limited
Automobiles
2.09%2.37%2.09%
KOTAK MAHINDRA BANK LTD.
Banks
1.35%1.75%1.35%
NTPC LTD
Power
1.21%1.45%1.21%
TATA CONSULTANCY SERVICES LTD.
IT - Software
1.21%2.94%1.21%
Hindustan Unilever Ltd.
Diversified FMCG
1.07%0.92%0.92%
BAJAJ FINANCE LTD.
Finance
1.82%0.84%0.84%
INDUSIND BANK LTD.
Banks
1.01%0.81%0.81%
Solar Industries India Limited
Chemicals and Petrochemicals
2.38%0.70%0.70%
AMBUJA CEMENTS LTD.
Cement and Cement Products
0.62%1.62%0.62%
SHRIRAM FINANCE LIMITED
Finance
0.57%0.77%0.57%
Jindal Steel & Power Ltd
Ferrous Metals
4.16%0.56%0.56%
GODREJ CONSUMER PRODUCTS LTD.
Personal Products
0.54%1.23%0.54%
Inter Globe Aviation Ltd
Transport Services
2.29%0.50%0.50%
Bharat Electronics Ltd.
Aerospace and Defense
6.14%0.36%0.36%
Ultratech Cement Ltd.
Cement and Cement Products
3.07%0.26%0.26%
SWIGGY LTD
Retailing
0.20%0.59%0.20%
Cipla Ltd.
Pharmaceuticals and Biotechnology
0.83%0.00%0.00%

Unique to Kotak Flexicap

  • SRF LTD.2.82%

Unique to Mirae Asset Large Cap

  • ITC Ltd.3.12%

Sector Overlap Breakdown

Banks
20.9% (6)
Construction
4.0% (1)
IT - Software
3.6% (2)
Telecom - Services
2.9% (1)
Retailing
2.7% (2)
Petroleum Products
2.5% (1)
Automobiles
2.1% (1)
Finance
1.4% (2)
Power
1.2% (1)
Diversified FMCG
0.9% (1)
Cement and Cement Products
0.9% (2)
Chemicals and Petrochemicals
0.7% (1)
Ferrous Metals
0.6% (1)
Personal Products
0.5% (1)
Transport Services
0.5% (1)
Aerospace and Defense
0.4% (1)
Pharmaceuticals and Biotechnology
0.0% (1)

More comparisons for Kotak Flexicap

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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.