Kotak Large Cap Fund vs LIC MF LARGE CAP FUND
Kotak vs LIC· Portfolio Overlap Analysis
59.7%High Overlap
27 common stocksRank #5169 / 20,000
Investor takeaway: At 59.7% 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 (27)
| Stock | Wt% in Kotak Large Cap | Wt% in LIC MF LARGE CAP | Overlap |
|---|---|---|---|
ICICI BANK LTD. Banks | 7.36% | 8.03% | 7.36% |
HDFC BANK LTD. Banks | 7.01% | 9.31% | 7.01% |
RELIANCE INDUSTRIES LTD. Petroleum Products | 6.39% | 6.45% | 6.39% |
Larsen and Toubro Ltd. Construction | 4.22% | 5.64% | 4.22% |
BHARTI AIRTEL LTD. Telecom - Services | 3.78% | 4.06% | 3.78% |
STATE BANK OF INDIA. Banks | 4.83% | 3.32% | 3.32% |
AXIS BANK LTD. Banks | 3.35% | 2.79% | 2.79% |
Infosys Ltd. IT - Software | 3.32% | 2.73% | 2.73% |
Mahindra & Mahindra Ltd. Automobiles | 2.90% | 2.16% | 2.16% |
SUN PHARMACEUTICAL INDUSTRIES LTD. Pharmaceuticals and Biotechnology | 2.59% | 2.08% | 2.08% |
ITC Ltd. Diversified FMCG | 2.05% | 2.57% | 2.05% |
KOTAK MAHINDRA BANK LTD. Banks | 1.55% | 1.54% | 1.54% |
Inter Globe Aviation Ltd Transport Services | 1.83% | 1.50% | 1.50% |
Ultratech Cement Ltd. Cement and Cement Products | 2.22% | 1.48% | 1.48% |
TATA CONSULTANCY SERVICES LTD. IT - Software | 1.68% | 1.42% | 1.42% |
Bharat Electronics Ltd. Aerospace and Defense | 1.38% | 1.75% | 1.38% |
ETERNAL LIMITED Retailing | 1.38% | 1.34% | 1.34% |
Maruti Suzuki India Limited Automobiles | 2.41% | 1.24% | 1.24% |
Hindustan Unilever Ltd. Diversified FMCG | 0.97% | 2.55% | 0.97% |
Apollo Hospitals Enterprise Ltd. Healthcare Services | 0.93% | 1.62% | 0.93% |
SHRIRAM FINANCE LIMITED Finance | 1.98% | 0.92% | 0.92% |
Power Finance Corporation Ltd. Finance | 0.84% | 1.44% | 0.84% |
Bosch Limited Auto Components | 0.75% | 1.17% | 0.75% |
Hero MotoCorp Ltd. Automobiles | 0.56% | 1.03% | 0.56% |
United Spirits Ltd Beverages | 1.15% | 0.55% | 0.55% |
Mphasis Ltd IT - Software | 0.62% | 0.41% | 0.41% |
LG ELECTRONICS INDIA LTD. Consumer Durables | 0.64% | 0.02% | 0.02% |
Unique to Kotak Large Cap
- BAJAJ FINANCE LTD.3.14%
Unique to LIC MF LARGE CAP
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks22.0% (5)
Petroleum Products6.4% (1)
IT - Software4.6% (3)
Construction4.2% (1)
Automobiles4.0% (3)
Telecom - Services3.8% (1)
Diversified FMCG3.0% (2)
Pharmaceuticals and Biotechnology2.1% (1)
Finance1.8% (2)
Transport Services1.5% (1)
Cement and Cement Products1.5% (1)
Aerospace and Defense1.4% (1)
Retailing1.3% (1)
Healthcare Services0.9% (1)
Auto Components0.8% (1)
Beverages0.6% (1)
Consumer Durables0.0% (1)
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More comparisons for LIC MF LARGE CAP
- vs HDFC NIFTY 50 ETF65.4% · 27 stocks
- vs HDFC Nifty 50 Index65.4% · 27 stocks
- vs ICICI Prudential Nifty 50 ETF65.4% · 27 stocks
- vs Mirae Asset Nifty 50 ETF65.4% · 27 stocks
- vs SBI Nifty Index65.4% · 27 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.