Kotak Large Cap Fund vs Mahindra Manulife Large Cap Fund
Kotak vs Mahindra· Portfolio Overlap Analysis
54.4%High Overlap
20 common stocksRank #7083 / 20,000
Investor takeaway: At 54.4% 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 (20)
| Stock | Wt% in Kotak Large Cap | Wt% in Mahindra Manulife Large Cap | Overlap |
|---|---|---|---|
ICICI BANK LTD. Banks | 7.36% | 9.06% | 7.36% |
HDFC BANK LTD. Banks | 7.01% | 8.55% | 7.01% |
RELIANCE INDUSTRIES LTD. Petroleum Products | 6.39% | 7.77% | 6.39% |
Larsen and Toubro Ltd. Construction | 4.22% | 4.33% | 4.22% |
STATE BANK OF INDIA. Banks | 4.83% | 3.83% | 3.83% |
BHARTI AIRTEL LTD. Telecom - Services | 3.78% | 3.90% | 3.78% |
AXIS BANK LTD. Banks | 3.35% | 4.28% | 3.35% |
Infosys Ltd. IT - Software | 3.32% | 4.41% | 3.32% |
Mahindra & Mahindra Ltd. Automobiles | 2.90% | 2.62% | 2.62% |
NTPC LTD Power | 2.89% | 2.17% | 2.17% |
SHRIRAM FINANCE LIMITED Finance | 1.98% | 1.80% | 1.80% |
TATA CONSULTANCY SERVICES LTD. IT - Software | 1.68% | 3.29% | 1.68% |
KOTAK MAHINDRA BANK LTD. Banks | 1.55% | 1.77% | 1.55% |
SUN PHARMACEUTICAL INDUSTRIES LTD. Pharmaceuticals and Biotechnology | 2.59% | 1.08% | 1.08% |
Tech Mahindra Ltd. IT - Software | 1.04% | 1.55% | 1.04% |
Hindustan Unilever Ltd. Diversified FMCG | 0.97% | 3.00% | 0.97% |
Britannia Industries Ltd. Food Products | 0.77% | 1.42% | 0.77% |
LG ELECTRONICS INDIA LTD. Consumer Durables | 0.64% | 0.65% | 0.64% |
Cummins India Ltd. Industrial Products | 1.07% | 0.47% | 0.47% |
SWIGGY LTD Retailing | 0.38% | 0.74% | 0.38% |
Unique to Kotak Large Cap
- BAJAJ FINANCE LTD.3.14%
Unique to Mahindra Manulife Large Cap
- Bajaj Finserv Limited4.73%
Sector Overlap Breakdown
Banks23.1% (5)
Petroleum Products6.4% (1)
IT - Software6.0% (3)
Construction4.2% (1)
Telecom - Services3.8% (1)
Automobiles2.6% (1)
Power2.2% (1)
Finance1.8% (1)
Pharmaceuticals and Biotechnology1.1% (1)
Diversified FMCG1.0% (1)
Food Products0.8% (1)
Consumer Durables0.6% (1)
Industrial Products0.5% (1)
Retailing0.4% (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 Large Cap
- vs Mahindra Manulife Flexi Cap64.6% · 31 stocks
- vs HDFC NIFTY 50 ETF64.1% · 23 stocks
- vs HDFC Nifty 50 Index64.1% · 23 stocks
- vs ICICI Prudential Nifty 50 ETF64.1% · 23 stocks
- vs Mirae Asset Nifty 50 ETF64.1% · 23 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.