Kotak Large Cap Fund vs Mahindra Manulife Flexi Cap Fund
Kotak vs Mahindra· Portfolio Overlap Analysis
50.1%High Overlap
24 common stocksRank #10165 / 20,000
Investor takeaway: At 50.1% 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 (24)
| Stock | Wt% in Kotak Large Cap | Wt% in Mahindra Manulife Flexi Cap | Overlap |
|---|---|---|---|
ICICI BANK LTD. Banks | 7.36% | 7.99% | 7.36% |
HDFC BANK LTD. Banks | 7.01% | 7.38% | 7.01% |
RELIANCE INDUSTRIES LTD. Petroleum Products | 6.39% | 4.97% | 4.97% |
AXIS BANK LTD. Banks | 3.35% | 3.62% | 3.35% |
Infosys Ltd. IT - Software | 3.32% | 3.73% | 3.32% |
BAJAJ FINANCE LTD. Finance | 3.14% | 3.55% | 3.14% |
STATE BANK OF INDIA. Banks | 4.83% | 3.01% | 3.01% |
Larsen and Toubro Ltd. Construction | 4.22% | 2.86% | 2.86% |
Ultratech Cement Ltd. Cement and Cement Products | 2.22% | 2.00% | 2.00% |
BHARTI AIRTEL LTD. Telecom - Services | 3.78% | 1.73% | 1.73% |
TATA CONSULTANCY SERVICES LTD. IT - Software | 1.68% | 2.87% | 1.68% |
Maruti Suzuki India Limited Automobiles | 2.41% | 1.36% | 1.36% |
NTPC LTD Power | 2.89% | 1.20% | 1.20% |
Tata Steel Ltd. Ferrous Metals | 2.14% | 1.04% | 1.04% |
Tech Mahindra Ltd. IT - Software | 1.04% | 1.30% | 1.04% |
Hindustan Unilever Ltd. Diversified FMCG | 0.97% | 2.59% | 0.97% |
Mahindra & Mahindra Ltd. Automobiles | 2.90% | 0.83% | 0.83% |
Britannia Industries Ltd. Food Products | 0.77% | 1.41% | 0.77% |
LG ELECTRONICS INDIA LTD. Consumer Durables | 0.64% | 0.86% | 0.64% |
VISHAL MEGA MART LIMITED Retailing | 0.46% | 0.64% | 0.46% |
SWIGGY LTD Retailing | 0.38% | 0.87% | 0.38% |
Hindalco Industries Ltd. Non - Ferrous Metals | 1.02% | 0.36% | 0.36% |
Cummins India Ltd. Industrial Products | 1.07% | 0.32% | 0.32% |
LENSKART SOLUTIONS LIMITED Retailing | 0.29% | 0.77% | 0.29% |
Unique to Kotak Large Cap
All top holdings are shared with the other fund.
Unique to Mahindra Manulife Flexi Cap
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks20.7% (4)
IT - Software6.0% (3)
Petroleum Products5.0% (1)
Finance3.1% (1)
Construction2.9% (1)
Automobiles2.2% (2)
Cement and Cement Products2.0% (1)
Telecom - Services1.7% (1)
Power1.2% (1)
Retailing1.1% (3)
Ferrous Metals1.0% (1)
Diversified FMCG1.0% (1)
Food Products0.8% (1)
Consumer Durables0.6% (1)
Non - Ferrous Metals0.4% (1)
Industrial Products0.3% (1)
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
More comparisons for Mahindra Manulife Flexi Cap
- vs Mahindra Manulife ELSS Tax Sav90.2% · 60 stocks
- vs Mahindra Manulife Large Cap64.6% · 31 stocks
- vs Mahindra Manulife Aggressive H61.0% · 51 stocks
- vs NIPPON INDIA LARGE CAP55.0% · 28 stocks
- vs CANARA ROBECO LARGE CAP54.9% · 28 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.