Kotak Large Cap Fund vs Nippon India Index Fund - BSE Sensex Plan

Kotak vs Nippon· Portfolio Overlap Analysis

66.1%High Overlap
23 common stocksRank #1502 / 95,528

Common Holdings (23)

StockWt% in Kotak Large CapWt% in Nippon India Index Fund - BSE Overlap
ICICI BANK LTD.
Banks
7.36%10.25%7.36%
HDFC BANK LTD.
Banks
7.01%14.05%7.01%
RELIANCE INDUSTRIES LTD.
Petroleum Products
6.39%9.81%6.39%
STATE BANK OF INDIA.
Banks
4.83%5.19%4.83%
Larsen and Toubro Ltd.
Construction
4.22%5.21%4.22%
BHARTI AIRTEL LTD.
Telecom - Services
3.78%5.46%3.78%
AXIS BANK LTD.
Banks
3.35%4.11%3.35%
Infosys Ltd.
IT - Software
3.32%4.83%3.32%
Mahindra & Mahindra Ltd.
Automobiles
2.90%3.17%2.90%
BAJAJ FINANCE LTD.
Finance
3.14%2.71%2.71%
ITC Ltd.
Diversified FMCG
2.05%3.15%2.05%
Maruti Suzuki India Limited
Automobiles
2.41%2.04%2.04%
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%1.55%1.55%
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%1.12%1.12%
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 Nippon India Index Fund - BSE

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
4.9% (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 Nippon India Index Fund - BSE

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