Kotak Flexicap Fund vs Shriram Flexi Cap Fund
Kotak vs Shriram· Portfolio Overlap Analysis
43.1%High Overlap
21 common stocksRank #18665 / 20,000
Investor takeaway: At 43.1% 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 (21)
| Stock | Wt% in Kotak Flexicap | Wt% in Shriram Flexi Cap | Overlap |
|---|---|---|---|
HDFC BANK LTD. Banks | 6.17% | 7.33% | 6.17% |
ICICI BANK LTD. Banks | 5.34% | 4.98% | 4.98% |
STATE BANK OF INDIA. Banks | 5.03% | 4.78% | 4.78% |
AXIS BANK LTD. Banks | 3.89% | 3.15% | 3.15% |
BHARTI AIRTEL LTD. Telecom - Services | 2.88% | 3.85% | 2.88% |
Larsen and Toubro Ltd. Construction | 3.99% | 2.64% | 2.64% |
RELIANCE INDUSTRIES LTD. Petroleum Products | 2.45% | 3.19% | 2.45% |
Infosys Ltd. IT - Software | 2.42% | 2.81% | 2.42% |
Inter Globe Aviation Ltd Transport Services | 2.29% | 2.13% | 2.13% |
Bharat Electronics Ltd. Aerospace and Defense | 6.14% | 1.94% | 1.94% |
BHARAT PETROLEUM CORPORATION LTD. Petroleum Products | 1.29% | 2.05% | 1.29% |
NTPC LTD Power | 1.21% | 2.60% | 1.21% |
TATA CONSULTANCY SERVICES LTD. IT - Software | 1.21% | 1.80% | 1.21% |
ETERNAL LIMITED Retailing | 2.77% | 0.98% | 0.98% |
Maruti Suzuki India Limited Automobiles | 2.09% | 0.97% | 0.97% |
Power Grid Corporation of India Ltd. Power | 1.05% | 0.94% | 0.94% |
HCL Technologies Ltd. IT - Software | 0.95% | 0.92% | 0.92% |
Tech Mahindra Ltd. IT - Software | 1.12% | 0.84% | 0.84% |
Coromandel International Limited Fertilizers and Agrochemicals | 0.59% | 1.32% | 0.59% |
BSE LTD Capital Markets | 1.48% | 0.41% | 0.41% |
SWIGGY LTD Retailing | 0.20% | 0.71% | 0.20% |
Unique to Kotak Flexicap
- Jindal Steel & Power Ltd4.16%
- Ultratech Cement Ltd.3.07%
- SRF LTD.2.82%
Unique to Shriram Flexi Cap
- Mahindra & Mahindra Ltd.2.96%
Sector Overlap Breakdown
Banks19.1% (4)
IT - Software5.4% (4)
Petroleum Products3.7% (2)
Telecom - Services2.9% (1)
Construction2.6% (1)
Power2.1% (2)
Transport Services2.1% (1)
Aerospace and Defense1.9% (1)
Retailing1.2% (2)
Automobiles1.0% (1)
Fertilizers and Agrochemicals0.6% (1)
Capital Markets0.4% (1)
More comparisons for Kotak Flexicap
- vs Kotak Large & Midcap57.8% · 36 stocks
- vs Kotak Large Cap55.6% · 29 stocks
- vs Kotak ESG Exclusionary Strateg55.1% · 29 stocks
- vs Kotak Focused52.5% · 19 stocks
- vs Kotak ELSS Tax Saver51.0% · 26 stocks
More comparisons for Shriram Flexi Cap
- vs Shriram ELSS Tax Saver96.1% · 70 stocks
- vs Shriram Balanced Advantage54.4% · 43 stocks
- vs Kotak Large Cap53.9% · 25 stocks
- vs Shriram Aggressive Hybrid53.6% · 47 stocks
- vs EDELWEISS LARGE CAP53.4% · 31 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.