Kotak Focused Fund vs Kotak Large Cap Fund
Kotak vs Kotak· Portfolio Overlap Analysis
51.8%High Overlap
20 common stocksRank #8359 / 20,000
Investor takeaway: At 51.8% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.
Common Holdings (20)
| Stock | Wt% in Kotak Focused | Wt% in Kotak Large Cap | Overlap |
|---|---|---|---|
HDFC BANK LTD. Banks | 6.92% | 7.01% | 6.92% |
ICICI BANK LTD. Banks | 5.99% | 7.36% | 5.99% |
STATE BANK OF INDIA. Banks | 5.42% | 4.83% | 4.83% |
BHARTI AIRTEL LTD. Telecom - Services | 5.05% | 3.78% | 3.78% |
AXIS BANK LTD. Banks | 3.35% | 3.35% | 3.35% |
RELIANCE INDUSTRIES LTD. Petroleum Products | 3.33% | 6.39% | 3.33% |
NTPC LTD Power | 3.40% | 2.89% | 2.89% |
Larsen and Toubro Ltd. Construction | 2.85% | 4.22% | 2.85% |
Infosys Ltd. IT - Software | 2.68% | 3.32% | 2.68% |
Maruti Suzuki India Limited Automobiles | 3.74% | 2.41% | 2.41% |
Ultratech Cement Ltd. Cement and Cement Products | 3.20% | 2.22% | 2.22% |
SHRIRAM FINANCE LIMITED Finance | 5.85% | 1.98% | 1.98% |
Inter Globe Aviation Ltd Transport Services | 2.96% | 1.83% | 1.83% |
ETERNAL LIMITED Retailing | 4.23% | 1.38% | 1.38% |
Bharat Electronics Ltd. Aerospace and Defense | 4.20% | 1.38% | 1.38% |
GODREJ CONSUMER PRODUCTS LTD. Personal Products | 2.10% | 1.21% | 1.21% |
Tech Mahindra Ltd. IT - Software | 2.40% | 1.04% | 1.04% |
POONAWALLA FINCORP LIMITED Finance | 1.13% | 0.65% | 0.65% |
Hero MotoCorp Ltd. Automobiles | 3.71% | 0.56% | 0.56% |
Persistent Systems Limited IT - Software | 1.52% | 0.55% | 0.55% |
Unique to Kotak Focused
- KEI Industries Ltd.3.67%
Unique to Kotak Large Cap
- BAJAJ FINANCE LTD.3.14%
- Mahindra & Mahindra Ltd.2.90%
Sector Overlap Breakdown
Banks21.1% (4)
IT - Software4.3% (3)
Telecom - Services3.8% (1)
Petroleum Products3.3% (1)
Automobiles3.0% (2)
Power2.9% (1)
Construction2.9% (1)
Finance2.6% (2)
Cement and Cement Products2.2% (1)
Transport Services1.8% (1)
Retailing1.4% (1)
Aerospace and Defense1.4% (1)
Personal Products1.2% (1)
More comparisons for Kotak Focused
- vs Kotak Contra56.2% · 23 stocks
- vs Kotak Flexicap52.5% · 19 stocks
- vs Kotak ESG Exclusionary Strateg52.0% · 17 stocks
- vs CANARA ROBECO LARGE CAP48.3% · 19 stocks
- vs CANARA ROBECO FOCUSED48.1% · 14 stocks
More comparisons for Kotak Large Cap
- vs CANARA ROBECO LARGE CAP67.7% · 31 stocks
- vs ADITYA BIRLA SUN LIFE NIFTY 5067.1% · 28 stocks
- vs Bajaj Finserv Nifty 50 Index67.1% · 28 stocks
- vs Bajaj Finserv Nifty 50 ETF67.1% · 28 stocks
- vs Baroda BNP Paribas Nifty 50 In67.1% · 28 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.