Kotak Focused Fund vs Kotak Large & Midcap Fund
Kotak vs Kotak· Portfolio Overlap Analysis
45.3%High Overlap
19 common stocksRank #15701 / 20,000
Investor takeaway: At 45.3% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.
Common Holdings (19)
| Stock | Wt% in Kotak Focused | Wt% in Kotak Large & Midcap | Overlap |
|---|---|---|---|
HDFC BANK LTD. Banks | 6.92% | 5.64% | 5.64% |
STATE BANK OF INDIA. Banks | 5.42% | 4.89% | 4.89% |
Bharat Electronics Ltd. Aerospace and Defense | 4.20% | 4.05% | 4.05% |
ICICI BANK LTD. Banks | 5.99% | 3.14% | 3.14% |
ETERNAL LIMITED Retailing | 4.23% | 2.81% | 2.81% |
AXIS BANK LTD. Banks | 3.35% | 2.79% | 2.79% |
Larsen and Toubro Ltd. Construction | 2.85% | 2.58% | 2.58% |
BHARTI AIRTEL LTD. Telecom - Services | 5.05% | 2.33% | 2.33% |
Hero MotoCorp Ltd. Automobiles | 3.71% | 2.28% | 2.28% |
Infosys Ltd. IT - Software | 2.68% | 2.26% | 2.26% |
SHRIRAM FINANCE LIMITED Finance | 5.85% | 1.83% | 1.83% |
RELIANCE INDUSTRIES LTD. Petroleum Products | 3.33% | 1.63% | 1.63% |
SRF LTD. Chemicals and Petrochemicals | 2.13% | 1.46% | 1.46% |
Ultratech Cement Ltd. Cement and Cement Products | 3.20% | 1.44% | 1.44% |
Tech Mahindra Ltd. IT - Software | 2.40% | 1.41% | 1.41% |
Fortis Healthcare India Ltd Healthcare Services | 3.60% | 1.38% | 1.38% |
BLUE STAR LTD. Consumer Durables | 2.34% | 1.26% | 1.26% |
Inter Globe Aviation Ltd Transport Services | 2.96% | 1.10% | 1.10% |
Maruti Suzuki India Limited Automobiles | 3.74% | 0.97% | 0.97% |
Unique to Kotak Focused
- KEI Industries Ltd.3.67%
Unique to Kotak Large & Midcap
- Ashok Leyland Ltd.2.89%
- Coromandel International Limited2.31%
Sector Overlap Breakdown
Banks16.5% (4)
Aerospace and Defense4.0% (1)
IT - Software3.7% (2)
Automobiles3.3% (2)
Retailing2.8% (1)
Construction2.6% (1)
Telecom - Services2.3% (1)
Finance1.8% (1)
Petroleum Products1.6% (1)
Chemicals and Petrochemicals1.5% (1)
Cement and Cement Products1.4% (1)
Healthcare Services1.4% (1)
Consumer Durables1.3% (1)
Transport Services1.1% (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 Kotak Large Cap51.8% · 20 stocks
- vs CANARA ROBECO LARGE CAP48.3% · 19 stocks
More comparisons for Kotak Large & Midcap
- vs Kotak Flexicap57.8% · 36 stocks
- vs Kotak ELSS Tax Saver57.2% · 34 stocks
- vs Kotak Contra56.2% · 34 stocks
- vs Kotak ESG Exclusionary Strateg50.8% · 28 stocks
- vs Kotak Large Cap50.3% · 35 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.