Kotak Large Cap Fund vs Nippon India Flexi Cap Fund
Kotak vs Nippon· Portfolio Overlap Analysis
50.1%High Overlap
26 common stocksRank #10149 / 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 (26)
| Stock | Wt% in Kotak Large Cap | Wt% in Nippon India Flexi Cap | Overlap |
|---|---|---|---|
HDFC BANK LTD. Banks | 7.01% | 6.34% | 6.34% |
ICICI BANK LTD. Banks | 7.36% | 5.29% | 5.29% |
RELIANCE INDUSTRIES LTD. Petroleum Products | 6.39% | 3.68% | 3.68% |
AXIS BANK LTD. Banks | 3.35% | 4.37% | 3.35% |
Infosys Ltd. IT - Software | 3.32% | 3.06% | 3.06% |
Larsen and Toubro Ltd. Construction | 4.22% | 2.97% | 2.97% |
BAJAJ FINANCE LTD. Finance | 3.14% | 2.75% | 2.75% |
Mahindra & Mahindra Ltd. Automobiles | 2.90% | 2.56% | 2.56% |
Maruti Suzuki India Limited Automobiles | 2.41% | 2.26% | 2.26% |
STATE BANK OF INDIA. Banks | 4.83% | 2.08% | 2.08% |
BHARTI AIRTEL LTD. Telecom - Services | 3.78% | 2.02% | 2.02% |
NTPC LTD Power | 2.89% | 1.87% | 1.87% |
Inter Globe Aviation Ltd Transport Services | 1.83% | 1.34% | 1.34% |
ITC Ltd. Diversified FMCG | 2.05% | 1.23% | 1.23% |
ETERNAL LIMITED Retailing | 1.38% | 1.21% | 1.21% |
KOTAK MAHINDRA BANK LTD. Banks | 1.55% | 1.17% | 1.17% |
Ultratech Cement Ltd. Cement and Cement Products | 2.22% | 1.16% | 1.16% |
GODREJ CONSUMER PRODUCTS LTD. Personal Products | 1.21% | 1.06% | 1.06% |
Tech Mahindra Ltd. IT - Software | 1.04% | 1.00% | 1.00% |
SAMVARDHANA MOTHERSON INTERNATIONAL LTD Auto Components | 0.91% | 1.85% | 0.91% |
Power Finance Corporation Ltd. Finance | 0.84% | 0.67% | 0.67% |
Mphasis Ltd IT - Software | 0.62% | 0.58% | 0.58% |
Apollo Hospitals Enterprise Ltd. Healthcare Services | 0.93% | 0.50% | 0.50% |
VISHAL MEGA MART LIMITED Retailing | 0.46% | 0.86% | 0.46% |
SWIGGY LTD Retailing | 0.38% | 1.38% | 0.38% |
LG ELECTRONICS INDIA LTD. Consumer Durables | 0.64% | 0.21% | 0.21% |
Unique to Kotak Large Cap
All top holdings are shared with the other fund.
Unique to Nippon India Flexi Cap
- Vedanta Limited2.23%
Sector Overlap Breakdown
Banks18.2% (5)
Automobiles4.8% (2)
IT - Software4.6% (3)
Petroleum Products3.7% (1)
Finance3.4% (2)
Construction3.0% (1)
Retailing2.0% (3)
Telecom - Services2.0% (1)
Power1.9% (1)
Transport Services1.3% (1)
Diversified FMCG1.2% (1)
Cement and Cement Products1.2% (1)
Personal Products1.1% (1)
Auto Components0.9% (1)
Healthcare Services0.5% (1)
Consumer Durables0.2% (1)
More comparisons for Kotak Large Cap
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- vs ADITYA BIRLA SUN LIFE NIFTY 5067.1% · 28 stocks
- vs Bajaj Finserv Nifty 50 Index67.1% · 28 stocks
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- vs Baroda BNP Paribas Nifty 50 In67.1% · 28 stocks
More comparisons for Nippon India Flexi Cap
- vs NIPPON INDIA LARGE CAP59.8% · 39 stocks
- vs NIPPON INDIA RETIREMENT FUND -57.1% · 37 stocks
- vs CANARA ROBECO FLEXICAP54.0% · 35 stocks
- vs CANARA ROBECO LARGE CAP53.5% · 31 stocks
- vs Mirae Asset Large Cap53.4% · 38 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.