Kotak Large Cap Fund vs NIPPON INDIA QUANT FUND
Kotak vs Nippon· Portfolio Overlap Analysis
55.2%High Overlap
19 common stocksRank #6825 / 20,000
Investor takeaway: At 55.2% 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 (19)
| Stock | Wt% in Kotak Large Cap | Wt% in NIPPON INDIA QUANT | Overlap |
|---|---|---|---|
ICICI BANK LTD. Banks | 7.36% | 7.35% | 7.35% |
RELIANCE INDUSTRIES LTD. Petroleum Products | 6.39% | 5.95% | 5.95% |
HDFC BANK LTD. Banks | 7.01% | 5.92% | 5.92% |
STATE BANK OF INDIA. Banks | 4.83% | 6.09% | 4.83% |
Larsen and Toubro Ltd. Construction | 4.22% | 5.51% | 4.22% |
BHARTI AIRTEL LTD. Telecom - Services | 3.78% | 3.68% | 3.68% |
Infosys Ltd. IT - Software | 3.32% | 3.71% | 3.32% |
Mahindra & Mahindra Ltd. Automobiles | 2.90% | 3.32% | 2.90% |
NTPC LTD Power | 2.89% | 2.72% | 2.72% |
Tata Steel Ltd. Ferrous Metals | 2.14% | 2.26% | 2.14% |
BAJAJ FINANCE LTD. Finance | 3.14% | 2.12% | 2.12% |
Maruti Suzuki India Limited Automobiles | 2.41% | 2.03% | 2.03% |
SHRIRAM FINANCE LIMITED Finance | 1.98% | 2.21% | 1.98% |
Bharat Electronics Ltd. Aerospace and Defense | 1.38% | 3.76% | 1.38% |
Cummins India Ltd. Industrial Products | 1.07% | 2.18% | 1.07% |
Tech Mahindra Ltd. IT - Software | 1.04% | 2.17% | 1.04% |
Apollo Hospitals Enterprise Ltd. Healthcare Services | 0.93% | 2.43% | 0.93% |
Power Finance Corporation Ltd. Finance | 0.84% | 2.39% | 0.84% |
Britannia Industries Ltd. Food Products | 0.77% | 1.81% | 0.77% |
Unique to Kotak Large Cap
- AXIS BANK LTD.3.35%
Unique to NIPPON INDIA QUANT
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks18.1% (3)
Petroleum Products6.0% (1)
Finance4.9% (3)
Automobiles4.9% (2)
IT - Software4.4% (2)
Construction4.2% (1)
Telecom - Services3.7% (1)
Power2.7% (1)
Ferrous Metals2.1% (1)
Aerospace and Defense1.4% (1)
Industrial Products1.1% (1)
Healthcare Services0.9% (1)
Food Products0.8% (1)
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More comparisons for NIPPON INDIA QUANT
- vs EDELWEISS LARGE CAP54.4% · 26 stocks
- vs Axis Large Cap54.0% · 21 stocks
- vs HDFC NIFTY 50 ETF53.5% · 21 stocks
- vs HDFC Nifty 50 Index53.5% · 21 stocks
- vs ICICI Prudential Nifty 50 ETF53.5% · 21 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.