Kotak Large Cap Fund vs NIPPON INDIA RETIREMENT FUND - WEALTH CREATION SCHEME
Kotak vs Nippon· Portfolio Overlap Analysis
57.6%High Overlap
25 common stocksRank #6020 / 20,000
Investor takeaway: At 57.6% 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 (25)
| Stock | Wt% in Kotak Large Cap | Wt% in NIPPON INDIA RETIREMENT FUND - | Overlap |
|---|---|---|---|
ICICI BANK LTD. Banks | 7.36% | 7.59% | 7.36% |
HDFC BANK LTD. Banks | 7.01% | 7.08% | 7.01% |
RELIANCE INDUSTRIES LTD. Petroleum Products | 6.39% | 4.56% | 4.56% |
STATE BANK OF INDIA. Banks | 4.83% | 3.99% | 3.99% |
Larsen and Toubro Ltd. Construction | 4.22% | 3.62% | 3.62% |
AXIS BANK LTD. Banks | 3.35% | 3.20% | 3.20% |
NTPC LTD Power | 2.89% | 2.93% | 2.89% |
Infosys Ltd. IT - Software | 3.32% | 2.86% | 2.86% |
BAJAJ FINANCE LTD. Finance | 3.14% | 2.86% | 2.86% |
BHARTI AIRTEL LTD. Telecom - Services | 3.78% | 2.69% | 2.69% |
Mahindra & Mahindra Ltd. Automobiles | 2.90% | 2.54% | 2.54% |
Ultratech Cement Ltd. Cement and Cement Products | 2.22% | 1.62% | 1.62% |
Inter Globe Aviation Ltd Transport Services | 1.83% | 1.54% | 1.54% |
ETERNAL LIMITED Retailing | 1.38% | 1.34% | 1.34% |
BHARAT PETROLEUM CORPORATION LTD. Petroleum Products | 1.49% | 1.23% | 1.23% |
United Spirits Ltd Beverages | 1.15% | 1.21% | 1.15% |
Cummins India Ltd. Industrial Products | 1.07% | 1.56% | 1.07% |
Tech Mahindra Ltd. IT - Software | 1.04% | 1.84% | 1.04% |
SAMVARDHANA MOTHERSON INTERNATIONAL LTD Auto Components | 0.91% | 1.89% | 0.91% |
Apollo Hospitals Enterprise Ltd. Healthcare Services | 0.93% | 0.87% | 0.87% |
Power Finance Corporation Ltd. Finance | 0.84% | 1.32% | 0.84% |
SHRIRAM FINANCE LIMITED Finance | 1.98% | 0.78% | 0.78% |
Britannia Industries Ltd. Food Products | 0.77% | 0.77% | 0.77% |
Hindalco Industries Ltd. Non - Ferrous Metals | 1.02% | 0.44% | 0.44% |
SWIGGY LTD Retailing | 0.38% | 0.50% | 0.38% |
Unique to Kotak Large Cap
All top holdings are shared with the other fund.
Unique to NIPPON INDIA RETIREMENT FUND -
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks21.6% (4)
Petroleum Products5.8% (2)
Finance4.5% (3)
IT - Software3.9% (2)
Construction3.6% (1)
Power2.9% (1)
Telecom - Services2.7% (1)
Automobiles2.5% (1)
Retailing1.7% (2)
Cement and Cement Products1.6% (1)
Transport Services1.5% (1)
Beverages1.1% (1)
Industrial Products1.1% (1)
Auto Components0.9% (1)
Healthcare Services0.9% (1)
Food Products0.8% (1)
Non - Ferrous Metals0.4% (1)
More comparisons for Kotak Large Cap
- vs CANARA ROBECO LARGE CAP67.7% · 31 stocks
- 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 RETIREMENT FUND -
- vs CANARA ROBECO LARGE CAP62.5% · 35 stocks
- vs ADITYA BIRLA SUN LIFE LARGE CA59.5% · 36 stocks
- vs CANARA ROBECO FLEXICAP58.5% · 36 stocks
- vs Nippon India Flexi Cap57.1% · 37 stocks
- vs SBI BSE 100 ETF56.7% · 42 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.