Kotak Large Cap Fund vs Mirae Asset Aggressive Hybrid Fund
Kotak vs Mirae· Portfolio Overlap Analysis
49.9%High Overlap
33 common stocksRank #10354 / 20,000
Investor takeaway: At 49.9% 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 (33)
| Stock | Wt% in Kotak Large Cap | Wt% in Mirae Asset Aggressive Hybrid | Overlap |
|---|---|---|---|
HDFC BANK LTD. Banks | 7.01% | 6.92% | 6.92% |
STATE BANK OF INDIA. Banks | 4.83% | 4.89% | 4.83% |
ICICI BANK LTD. Banks | 7.36% | 4.26% | 4.26% |
BHARTI AIRTEL LTD. Telecom - Services | 3.78% | 2.99% | 2.99% |
RELIANCE INDUSTRIES LTD. Petroleum Products | 6.39% | 2.96% | 2.96% |
AXIS BANK LTD. Banks | 3.35% | 2.84% | 2.84% |
Larsen and Toubro Ltd. Construction | 4.22% | 2.71% | 2.71% |
NTPC LTD Power | 2.89% | 2.12% | 2.12% |
Infosys Ltd. IT - Software | 3.32% | 1.84% | 1.84% |
SHRIRAM FINANCE LIMITED Finance | 1.98% | 1.66% | 1.66% |
Mahindra & Mahindra Ltd. Automobiles | 2.90% | 1.61% | 1.61% |
TATA CONSULTANCY SERVICES LTD. IT - Software | 1.68% | 1.44% | 1.44% |
ETERNAL LIMITED Retailing | 1.38% | 1.28% | 1.28% |
ITC Ltd. Diversified FMCG | 2.05% | 1.10% | 1.10% |
Tata Steel Ltd. Ferrous Metals | 2.14% | 0.97% | 0.97% |
Bharat Electronics Ltd. Aerospace and Defense | 1.38% | 0.94% | 0.94% |
BAJAJ FINANCE LTD. Finance | 3.14% | 0.88% | 0.88% |
Inter Globe Aviation Ltd Transport Services | 1.83% | 0.82% | 0.82% |
LG ELECTRONICS INDIA LTD. Consumer Durables | 0.64% | 0.78% | 0.64% |
Schaeffler India Ltd Auto Components | 0.64% | 0.63% | 0.63% |
Maruti Suzuki India Limited Automobiles | 2.41% | 0.62% | 0.62% |
Mphasis Ltd IT - Software | 0.62% | 0.68% | 0.62% |
GODREJ CONSUMER PRODUCTS LTD. Personal Products | 1.21% | 0.60% | 0.60% |
GUJARAT STATE PETRONET LTD. Gas | 0.57% | 0.79% | 0.57% |
Hindalco Industries Ltd. Non - Ferrous Metals | 1.02% | 0.55% | 0.55% |
Power Finance Corporation Ltd. Finance | 0.84% | 0.54% | 0.54% |
BHARAT PETROLEUM CORPORATION LTD. Petroleum Products | 1.49% | 0.53% | 0.53% |
Ultratech Cement Ltd. Cement and Cement Products | 2.22% | 0.51% | 0.51% |
VISHAL MEGA MART LIMITED Retailing | 0.46% | 0.46% | 0.46% |
SUN PHARMACEUTICAL INDUSTRIES LTD. Pharmaceuticals and Biotechnology | 2.59% | 0.42% | 0.42% |
KOTAK MAHINDRA BANK LTD. Banks | 1.55% | 0.39% | 0.39% |
Hindustan Unilever Ltd. Diversified FMCG | 0.97% | 0.33% | 0.33% |
SWIGGY LTD Retailing | 0.38% | 0.29% | 0.29% |
Unique to Kotak Large Cap
All top holdings are shared with the other fund.
Unique to Mirae Asset Aggressive Hybrid
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks19.2% (5)
IT - Software3.9% (3)
Petroleum Products3.5% (2)
Finance3.1% (3)
Telecom - Services3.0% (1)
Construction2.7% (1)
Automobiles2.2% (2)
Power2.1% (1)
Retailing2.0% (3)
Diversified FMCG1.4% (2)
Ferrous Metals1.0% (1)
Aerospace and Defense0.9% (1)
Transport Services0.8% (1)
Consumer Durables0.6% (1)
Auto Components0.6% (1)
Personal Products0.6% (1)
Gas0.6% (1)
Non - Ferrous Metals0.6% (1)
Cement and Cement Products0.5% (1)
Pharmaceuticals and Biotechnology0.4% (1)
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More comparisons for Mirae Asset Aggressive Hybrid
- vs Mirae Asset Balanced Advantage56.1% · 73 stocks
- vs Mirae Asset Multi Asset Alloca54.5% · 70 stocks
- vs Mirae Asset Large Cap51.5% · 46 stocks
- vs Mirae Asset Equity Savings50.6% · 74 stocks
- vs SBI BSE 100 ETF50.3% · 41 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.