Kotak Large Cap Fund vs Mirae Asset Flexi Cap Fund

Kotak vs Mirae· Portfolio Overlap Analysis

47.0%High Overlap
30 common stocksRank #13270 / 20,000

Investor takeaway: At 47.0% 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 (30)

StockWt% in Kotak Large CapWt% in Mirae Asset Flexi CapOverlap
HDFC BANK LTD.
Banks
7.01%6.63%6.63%
ICICI BANK LTD.
Banks
7.36%4.82%4.82%
RELIANCE INDUSTRIES LTD.
Petroleum Products
6.39%4.26%4.26%
STATE BANK OF INDIA.
Banks
4.83%3.74%3.74%
BHARTI AIRTEL LTD.
Telecom - Services
3.78%2.57%2.57%
Larsen and Toubro Ltd.
Construction
4.22%2.42%2.42%
Infosys Ltd.
IT - Software
3.32%2.32%2.32%
AXIS BANK LTD.
Banks
3.35%1.99%1.99%
Mahindra & Mahindra Ltd.
Automobiles
2.90%1.71%1.71%
TATA CONSULTANCY SERVICES LTD.
IT - Software
1.68%1.36%1.36%
Ultratech Cement Ltd.
Cement and Cement Products
2.22%1.35%1.35%
Bharat Electronics Ltd.
Aerospace and Defense
1.38%1.13%1.13%
Cummins India Ltd.
Industrial Products
1.07%1.37%1.07%
ITC Ltd.
Diversified FMCG
2.05%1.06%1.06%
BHARAT PETROLEUM CORPORATION LTD.
Petroleum Products
1.49%1.02%1.02%
Tech Mahindra Ltd.
IT - Software
1.04%0.94%0.94%
BAJAJ FINANCE LTD.
Finance
3.14%0.92%0.92%
NTPC LTD
Power
2.89%0.89%0.89%
ETERNAL LIMITED
Retailing
1.38%0.79%0.79%
Britannia Industries Ltd.
Food Products
0.77%1.05%0.77%
SHRIRAM FINANCE LIMITED
Finance
1.98%0.72%0.72%
LG ELECTRONICS INDIA LTD.
Consumer Durables
0.64%1.11%0.64%
Schaeffler India Ltd
Auto Components
0.64%1.10%0.64%
SUN PHARMACEUTICAL INDUSTRIES LTD.
Pharmaceuticals and Biotechnology
2.59%0.56%0.56%
Hero MotoCorp Ltd.
Automobiles
0.56%0.61%0.56%
Inter Globe Aviation Ltd
Transport Services
1.83%0.51%0.51%
KOTAK MAHINDRA BANK LTD.
Banks
1.55%0.48%0.48%
Hindalco Industries Ltd.
Non - Ferrous Metals
1.02%0.46%0.46%
ANTHEM BIOSCIENCES LTD
Pharmaceuticals and Biotechnology
0.42%0.64%0.42%
LENSKART SOLUTIONS LIMITED
Retailing
0.29%1.10%0.29%

Unique to Kotak Large Cap

All top holdings are shared with the other fund.

Unique to Mirae Asset Flexi Cap

  • L&T Finance Ltd.1.79%

Sector Overlap Breakdown

Banks
17.7% (5)
Petroleum Products
5.3% (2)
IT - Software
4.6% (3)
Telecom - Services
2.6% (1)
Construction
2.4% (1)
Automobiles
2.3% (2)
Finance
1.6% (2)
Cement and Cement Products
1.4% (1)
Aerospace and Defense
1.1% (1)
Retailing
1.1% (2)
Industrial Products
1.1% (1)
Diversified FMCG
1.1% (1)
Pharmaceuticals and Biotechnology
1.0% (2)
Power
0.9% (1)
Food Products
0.8% (1)
Consumer Durables
0.6% (1)
Auto Components
0.6% (1)
Transport Services
0.5% (1)
Non - Ferrous Metals
0.5% (1)

More comparisons for Kotak Large Cap

More comparisons for Mirae Asset Flexi Cap

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