Kotak Large Cap Fund vs Kotak Large & Midcap Fund
Kotak vs Kotak· Portfolio Overlap Analysis
50.3%High Overlap
35 common stocksRank #9825 / 20,000
Investor takeaway: At 50.3% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.
Common Holdings (35)
| Stock | Wt% in Kotak Large Cap | Wt% in Kotak Large & Midcap | Overlap |
|---|---|---|---|
HDFC BANK LTD. Banks | 7.01% | 5.64% | 5.64% |
STATE BANK OF INDIA. Banks | 4.83% | 4.89% | 4.83% |
ICICI BANK LTD. Banks | 7.36% | 3.14% | 3.14% |
AXIS BANK LTD. Banks | 3.35% | 2.79% | 2.79% |
Larsen and Toubro Ltd. Construction | 4.22% | 2.58% | 2.58% |
BHARTI AIRTEL LTD. Telecom - Services | 3.78% | 2.33% | 2.33% |
Infosys Ltd. IT - Software | 3.32% | 2.26% | 2.26% |
BAJAJ FINANCE LTD. Finance | 3.14% | 2.19% | 2.19% |
SHRIRAM FINANCE LIMITED Finance | 1.98% | 1.83% | 1.83% |
SUN PHARMACEUTICAL INDUSTRIES LTD. Pharmaceuticals and Biotechnology | 2.59% | 1.81% | 1.81% |
RELIANCE INDUSTRIES LTD. Petroleum Products | 6.39% | 1.63% | 1.63% |
Ultratech Cement Ltd. Cement and Cement Products | 2.22% | 1.44% | 1.44% |
ETERNAL LIMITED Retailing | 1.38% | 2.81% | 1.38% |
Bharat Electronics Ltd. Aerospace and Defense | 1.38% | 4.05% | 1.38% |
Coromandel International Limited Fertilizers and Agrochemicals | 1.22% | 2.31% | 1.22% |
BHARAT PETROLEUM CORPORATION LTD. Petroleum Products | 1.49% | 1.19% | 1.19% |
Inter Globe Aviation Ltd Transport Services | 1.83% | 1.10% | 1.10% |
Cummins India Ltd. Industrial Products | 1.07% | 1.44% | 1.07% |
Tech Mahindra Ltd. IT - Software | 1.04% | 1.41% | 1.04% |
KOTAK MAHINDRA BANK LTD. Banks | 1.55% | 0.98% | 0.98% |
Maruti Suzuki India Limited Automobiles | 2.41% | 0.97% | 0.97% |
Apollo Tyres Ltd. Auto Components | 0.94% | 1.40% | 0.94% |
BHARAT FORGE LTD. Auto Components | 0.89% | 2.12% | 0.89% |
United Spirits Ltd Beverages | 1.15% | 0.76% | 0.76% |
Hindustan Unilever Ltd. Diversified FMCG | 0.97% | 0.69% | 0.69% |
Schaeffler India Ltd Auto Components | 0.64% | 0.99% | 0.64% |
Mphasis Ltd IT - Software | 0.62% | 1.65% | 0.62% |
Hero MotoCorp Ltd. Automobiles | 0.56% | 2.28% | 0.56% |
Oberoi Realty Limited Realty | 0.51% | 0.79% | 0.51% |
Bosch Limited Auto Components | 0.75% | 0.47% | 0.47% |
SWIGGY LTD Retailing | 0.38% | 0.68% | 0.38% |
INDIA CEMENTS LTD. Cement and Cement Products | 0.36% | 0.99% | 0.36% |
ASTRA MICROWAVE PRODUCTS LTD. Aerospace and Defense | 0.34% | 0.56% | 0.34% |
GUJARAT STATE PETRONET LTD. Gas | 0.57% | 0.23% | 0.23% |
BANK OF MAHARASHTRA Banks | 0.15% | 0.73% | 0.15% |
Unique to Kotak Large Cap
- Mahindra & Mahindra Ltd.2.90%
Unique to Kotak Large & Midcap
- Ashok Leyland Ltd.2.89%
Sector Overlap Breakdown
Banks17.5% (6)
Finance4.0% (2)
IT - Software3.9% (3)
Auto Components2.9% (4)
Petroleum Products2.8% (2)
Construction2.6% (1)
Telecom - Services2.3% (1)
Pharmaceuticals and Biotechnology1.8% (1)
Cement and Cement Products1.8% (2)
Retailing1.8% (2)
Aerospace and Defense1.7% (2)
Automobiles1.5% (2)
Fertilizers and Agrochemicals1.2% (1)
Transport Services1.1% (1)
Industrial Products1.1% (1)
Beverages0.8% (1)
Diversified FMCG0.7% (1)
Realty0.5% (1)
Gas0.2% (1)
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More comparisons for Kotak Large & Midcap
- vs Kotak Flexicap57.8% · 36 stocks
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- vs Kotak Dividend Yield45.3% · 26 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.