Kotak Large Cap Fund vs Mirae Asset BSE Sensex ETF (Formerly Known as Mirae Asset S&P BSE Sensex ETF)

Kotak vs Mirae· Portfolio Overlap Analysis

66.1%High Overlap
23 common stocksRank #1492 / 95,528

Common Holdings (23)

StockWt% in Kotak Large CapWt% in Mirae Asset BSE Sensex ETF (FoOverlap
ICICI BANK LTD.
Banks
7.36%10.26%7.36%
HDFC BANK LTD.
Banks
7.01%14.06%7.01%
RELIANCE INDUSTRIES LTD.
Petroleum Products
6.39%9.82%6.39%
STATE BANK OF INDIA.
Banks
4.83%5.20%4.83%
Larsen and Toubro Ltd.
Construction
4.22%5.21%4.22%
BHARTI AIRTEL LTD.
Telecom - Services
3.78%5.47%3.78%
AXIS BANK LTD.
Banks
3.35%4.11%3.35%
Infosys Ltd.
IT - Software
3.32%4.84%3.32%
Mahindra & Mahindra Ltd.
Automobiles
2.90%3.17%2.90%
BAJAJ FINANCE LTD.
Finance
3.14%2.71%2.71%
Maruti Suzuki India Limited
Automobiles
2.41%2.05%2.05%
ITC Ltd.
Diversified FMCG
2.05%3.15%2.05%
SUN PHARMACEUTICAL INDUSTRIES LTD.
Pharmaceuticals and Biotechnology
2.59%1.91%1.91%
NTPC LTD
Power
2.89%1.89%1.89%
Tata Steel Ltd.
Ferrous Metals
2.14%1.82%1.82%
TATA CONSULTANCY SERVICES LTD.
IT - Software
1.68%2.78%1.68%
Ultratech Cement Ltd.
Cement and Cement Products
2.22%1.56%1.56%
KOTAK MAHINDRA BANK LTD.
Banks
1.55%3.18%1.55%
ETERNAL LIMITED
Retailing
1.38%1.78%1.38%
Bharat Electronics Ltd.
Aerospace and Defense
1.38%1.66%1.38%
Inter Globe Aviation Ltd
Transport Services
1.83%1.13%1.13%
Hindustan Unilever Ltd.
Diversified FMCG
0.97%2.17%0.97%
Tech Mahindra Ltd.
IT - Software
1.04%0.90%0.90%

Unique to Kotak Large Cap

All top holdings are shared with the other fund.

Unique to Mirae Asset BSE Sensex ETF (Fo

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
24.1% (5)
Petroleum Products
6.4% (1)
IT - Software
5.9% (3)
Automobiles
5.0% (2)
Construction
4.2% (1)
Telecom - Services
3.8% (1)
Diversified FMCG
3.0% (2)
Finance
2.7% (1)
Pharmaceuticals and Biotechnology
1.9% (1)
Power
1.9% (1)
Ferrous Metals
1.8% (1)
Cement and Cement Products
1.6% (1)
Retailing
1.4% (1)
Aerospace and Defense
1.4% (1)
Transport Services
1.1% (1)

More comparisons for Kotak Large Cap

More comparisons for Mirae Asset BSE Sensex ETF (Fo

Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.