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)
| Stock | Wt% in Kotak Large Cap | Wt% 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
Banks24.1% (5)
Petroleum Products6.4% (1)
IT - Software5.9% (3)
Automobiles4.9% (2)
Construction4.2% (1)
Telecom - Services3.8% (1)
Diversified FMCG3.0% (2)
Finance2.7% (1)
Pharmaceuticals and Biotechnology1.9% (1)
Power1.9% (1)
Ferrous Metals1.8% (1)
Cement and Cement Products1.6% (1)
Retailing1.4% (1)
Aerospace and Defense1.4% (1)
Transport Services1.1% (1)
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More comparisons for Nippon India Index Fund - BSE
- vs Nippon India ETF BSE Sensex99.9% · 30 stocks
- vs SBI BSE Sensex ETF99.9% · 30 stocks
- vs SBI BSE Sensex Index99.9% · 30 stocks
- vs HDFC BSE SENSEX ETF99.9% · 30 stocks
- vs HDFC BSE Sensex Index99.9% · 30 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.