Kotak Large Cap Fund vs NIPPON INDIA LARGE CAP FUND
Kotak vs Nippon· Portfolio Overlap Analysis
59.4%High Overlap
26 common stocksRank #5338 / 20,000
Investor takeaway: At 59.4% 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 LARGE CAP | Overlap |
|---|---|---|---|
ICICI BANK LTD. Banks | 7.36% | 7.02% | 7.02% |
HDFC BANK LTD. Banks | 7.01% | 8.82% | 7.01% |
RELIANCE INDUSTRIES LTD. Petroleum Products | 6.39% | 5.30% | 5.30% |
Larsen and Toubro Ltd. Construction | 4.22% | 4.24% | 4.22% |
STATE BANK OF INDIA. Banks | 4.83% | 3.99% | 3.99% |
AXIS BANK LTD. Banks | 3.35% | 4.20% | 3.35% |
Infosys Ltd. IT - Software | 3.32% | 2.94% | 2.94% |
BAJAJ FINANCE LTD. Finance | 3.14% | 2.80% | 2.80% |
NTPC LTD Power | 2.89% | 2.48% | 2.48% |
Mahindra & Mahindra Ltd. Automobiles | 2.90% | 2.44% | 2.44% |
Maruti Suzuki India Limited Automobiles | 2.41% | 2.31% | 2.31% |
ITC Ltd. Diversified FMCG | 2.05% | 2.61% | 2.05% |
TATA CONSULTANCY SERVICES LTD. IT - Software | 1.68% | 2.41% | 1.68% |
KOTAK MAHINDRA BANK LTD. Banks | 1.55% | 2.02% | 1.55% |
Ultratech Cement Ltd. Cement and Cement Products | 2.22% | 1.42% | 1.42% |
Tata Steel Ltd. Ferrous Metals | 2.14% | 1.28% | 1.28% |
ETERNAL LIMITED Retailing | 1.38% | 1.10% | 1.10% |
Inter Globe Aviation Ltd Transport Services | 1.83% | 1.07% | 1.07% |
Hindustan Unilever Ltd. Diversified FMCG | 0.97% | 2.29% | 0.97% |
SAMVARDHANA MOTHERSON INTERNATIONAL LTD Auto Components | 0.91% | 1.65% | 0.91% |
HDFC Life Insurance Company Ltd Insurance | 0.82% | 0.77% | 0.77% |
SUN PHARMACEUTICAL INDUSTRIES LTD. Pharmaceuticals and Biotechnology | 2.59% | 0.71% | 0.71% |
Tech Mahindra Ltd. IT - Software | 1.04% | 0.66% | 0.66% |
GODREJ CONSUMER PRODUCTS LTD. Personal Products | 1.21% | 0.49% | 0.49% |
VISHAL MEGA MART LIMITED Retailing | 0.46% | 0.69% | 0.46% |
SWIGGY LTD Retailing | 0.38% | 0.74% | 0.38% |
Unique to Kotak Large Cap
- BHARTI AIRTEL LTD.3.78%
Unique to NIPPON INDIA LARGE CAP
- GE Vernova T&D India Limited2.82%
Sector Overlap Breakdown
Banks22.9% (5)
Petroleum Products5.3% (1)
IT - Software5.3% (3)
Automobiles4.8% (2)
Construction4.2% (1)
Diversified FMCG3.0% (2)
Finance2.8% (1)
Power2.5% (1)
Retailing1.9% (3)
Cement and Cement Products1.4% (1)
Ferrous Metals1.3% (1)
Transport Services1.1% (1)
Auto Components0.9% (1)
Insurance0.8% (1)
Pharmaceuticals and Biotechnology0.7% (1)
Personal Products0.5% (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
- vs Bajaj Finserv Nifty 50 ETF67.1% · 28 stocks
- vs Baroda BNP Paribas Nifty 50 In67.1% · 28 stocks
More comparisons for NIPPON INDIA LARGE CAP
- vs CANARA ROBECO LARGE CAP66.2% · 35 stocks
- vs Parag Parikh Large Cap65.6% · 46 stocks
- vs Axis Nifty 100 Index65.6% · 46 stocks
- vs HDFC NIFTY 100 ETF65.6% · 46 stocks
- vs ICICI Prudential Nifty 100 ETF65.6% · 46 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.