Kotak Large Cap Fund vs NIPPON INDIA INDEX FUND - NIFTY 50 PLAN
Kotak vs Nippon· Portfolio Overlap Analysis
67.1%High Overlap
28 common stocksRank #1443 / 95,528
Common Holdings (28)
| Stock | Wt% in Kotak Large Cap | Wt% in NIPPON INDIA INDEX FUND - NIFT | Overlap |
|---|---|---|---|
ICICI BANK LTD. Banks | 7.36% | 8.57% | 7.36% |
HDFC BANK LTD. Banks | 7.01% | 11.82% | 7.01% |
RELIANCE INDUSTRIES LTD. Petroleum Products | 6.39% | 8.19% | 6.39% |
STATE BANK OF INDIA. Banks | 4.83% | 4.34% | 4.34% |
Larsen and Toubro Ltd. Construction | 4.22% | 4.37% | 4.22% |
BHARTI AIRTEL LTD. Telecom - Services | 3.78% | 4.56% | 3.78% |
AXIS BANK LTD. Banks | 3.35% | 3.45% | 3.35% |
Infosys Ltd. IT - Software | 3.32% | 3.96% | 3.32% |
Mahindra & Mahindra Ltd. Automobiles | 2.90% | 2.64% | 2.64% |
BAJAJ FINANCE LTD. Finance | 3.14% | 2.30% | 2.30% |
ITC Ltd. Diversified FMCG | 2.05% | 2.63% | 2.05% |
Maruti Suzuki India Limited Automobiles | 2.41% | 1.70% | 1.70% |
TATA CONSULTANCY SERVICES LTD. IT - Software | 1.68% | 2.34% | 1.68% |
SUN PHARMACEUTICAL INDUSTRIES LTD. Pharmaceuticals and Biotechnology | 2.59% | 1.60% | 1.60% |
NTPC LTD Power | 2.89% | 1.58% | 1.58% |
KOTAK MAHINDRA BANK LTD. Banks | 1.55% | 2.66% | 1.55% |
Tata Steel Ltd. Ferrous Metals | 2.14% | 1.53% | 1.53% |
ETERNAL LIMITED Retailing | 1.38% | 1.54% | 1.38% |
Bharat Electronics Ltd. Aerospace and Defense | 1.38% | 1.39% | 1.38% |
SHRIRAM FINANCE LIMITED Finance | 1.98% | 1.32% | 1.32% |
Ultratech Cement Ltd. Cement and Cement Products | 2.22% | 1.31% | 1.31% |
Hindalco Industries Ltd. Non - Ferrous Metals | 1.02% | 1.16% | 1.02% |
Hindustan Unilever Ltd. Diversified FMCG | 0.97% | 1.81% | 0.97% |
Inter Globe Aviation Ltd Transport Services | 1.83% | 0.95% | 0.95% |
Tech Mahindra Ltd. IT - Software | 1.04% | 0.75% | 0.75% |
Apollo Hospitals Enterprise Ltd. Healthcare Services | 0.93% | 0.70% | 0.70% |
HDFC Life Insurance Company Ltd Insurance | 0.82% | 0.67% | 0.67% |
Coal India Limited Consumable Fuels | 0.21% | 0.85% | 0.21% |
Unique to Kotak Large Cap
All top holdings are shared with the other fund.
Unique to NIPPON INDIA INDEX FUND - NIFT
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks23.6% (5)
Petroleum Products6.4% (1)
IT - Software5.8% (3)
Automobiles4.3% (2)
Construction4.2% (1)
Telecom - Services3.8% (1)
Finance3.6% (2)
Diversified FMCG3.0% (2)
Pharmaceuticals and Biotechnology1.6% (1)
Power1.6% (1)
Ferrous Metals1.5% (1)
Retailing1.4% (1)
Aerospace and Defense1.4% (1)
Cement and Cement Products1.3% (1)
Non - Ferrous Metals1.0% (1)
Transport Services0.9% (1)
Healthcare Services0.7% (1)
Insurance0.7% (1)
Consumable Fuels0.2% (1)
More comparisons for Kotak Large Cap
- vs NIPPON INDIA ETF NIFTY 50 BEES67.1% · 28 stocks
- vs SBI Nifty Index67.1% · 28 stocks
- vs SBI Nifty 50 ETF67.1% · 28 stocks
- vs HDFC NIFTY 50 ETF67.1% · 28 stocks
- vs HDFC Nifty 50 Index67.1% · 28 stocks
More comparisons for NIPPON INDIA INDEX FUND - NIFT
- vs NIPPON INDIA ETF NIFTY 50 BEES99.9% · 50 stocks
- vs SBI Nifty Index99.9% · 50 stocks
- vs SBI Nifty 50 ETF99.9% · 50 stocks
- vs HDFC NIFTY 50 ETF99.9% · 50 stocks
- vs HDFC Nifty 50 Index99.9% · 50 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.