Kotak Large Cap Fund vs PGIM INDIA ELSS TAX SAVER FUND
Kotak vs PGIM· Portfolio Overlap Analysis
47.6%High Overlap
23 common stocksRank #12587 / 20,000
Investor takeaway: At 47.6% 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 (23)
| Stock | Wt% in Kotak Large Cap | Wt% in PGIM INDIA ELSS TAX SAVER | Overlap |
|---|---|---|---|
HDFC BANK LTD. Banks | 7.01% | 8.22% | 7.01% |
ICICI BANK LTD. Banks | 7.36% | 6.82% | 6.82% |
RELIANCE INDUSTRIES LTD. Petroleum Products | 6.39% | 4.91% | 4.91% |
BHARTI AIRTEL LTD. Telecom - Services | 3.78% | 3.84% | 3.78% |
Larsen and Toubro Ltd. Construction | 4.22% | 3.40% | 3.40% |
BAJAJ FINANCE LTD. Finance | 3.14% | 2.87% | 2.87% |
STATE BANK OF INDIA. Banks | 4.83% | 2.38% | 2.38% |
Ultratech Cement Ltd. Cement and Cement Products | 2.22% | 2.48% | 2.22% |
Infosys Ltd. IT - Software | 3.32% | 1.69% | 1.69% |
TATA CONSULTANCY SERVICES LTD. IT - Software | 1.68% | 1.58% | 1.58% |
KOTAK MAHINDRA BANK LTD. Banks | 1.55% | 2.40% | 1.55% |
Solar Industries India Limited Chemicals and Petrochemicals | 1.53% | 1.39% | 1.39% |
ETERNAL LIMITED Retailing | 1.38% | 1.79% | 1.38% |
Bharat Electronics Ltd. Aerospace and Defense | 1.38% | 1.19% | 1.19% |
Mahindra & Mahindra Ltd. Automobiles | 2.90% | 0.98% | 0.98% |
ITC Ltd. Diversified FMCG | 2.05% | 0.70% | 0.70% |
LG ELECTRONICS INDIA LTD. Consumer Durables | 0.64% | 0.82% | 0.64% |
United Spirits Ltd Beverages | 1.15% | 0.63% | 0.63% |
Persistent Systems Limited IT - Software | 0.55% | 1.55% | 0.55% |
Power Finance Corporation Ltd. Finance | 0.84% | 0.54% | 0.54% |
BHARAT PETROLEUM CORPORATION LTD. Petroleum Products | 1.49% | 0.53% | 0.53% |
VISHAL MEGA MART LIMITED Retailing | 0.46% | 1.21% | 0.46% |
ANTHEM BIOSCIENCES LTD Pharmaceuticals and Biotechnology | 0.42% | 0.58% | 0.42% |
Unique to Kotak Large Cap
- AXIS BANK LTD.3.35%
Unique to PGIM INDIA ELSS TAX SAVER
- ICICI Lombard General Insurance Co. Ltd.2.59%
Sector Overlap Breakdown
Banks17.8% (4)
Petroleum Products5.4% (2)
IT - Software3.8% (3)
Telecom - Services3.8% (1)
Finance3.4% (2)
Construction3.4% (1)
Cement and Cement Products2.2% (1)
Retailing1.8% (2)
Chemicals and Petrochemicals1.4% (1)
Aerospace and Defense1.2% (1)
Automobiles1.0% (1)
Diversified FMCG0.7% (1)
Consumer Durables0.6% (1)
Beverages0.6% (1)
Pharmaceuticals and Biotechnology0.4% (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 PGIM INDIA ELSS TAX SAVER
- vs PGIM INDIA FLEXI CAP64.7% · 47 stocks
- vs PGIM INDIA LARGE CAP62.0% · 32 stocks
- vs PGIM INDIA MULTI CAP60.5% · 56 stocks
- vs PGIM INDIA RETIREMENT59.6% · 52 stocks
- vs CANARA ROBECO LARGE CAP58.0% · 30 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.