Kotak Large Cap Fund vs PGIM INDIA FLEXI CAP FUND
Kotak vs PGIM· Portfolio Overlap Analysis
45.4%High Overlap
26 common stocksRank #15424 / 20,000
Investor takeaway: At 45.4% 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 PGIM INDIA FLEXI CAP | Overlap |
|---|---|---|---|
HDFC BANK LTD. Banks | 7.01% | 7.36% | 7.01% |
ICICI BANK LTD. Banks | 7.36% | 6.64% | 6.64% |
RELIANCE INDUSTRIES LTD. Petroleum Products | 6.39% | 4.01% | 4.01% |
BHARTI AIRTEL LTD. Telecom - Services | 3.78% | 3.28% | 3.28% |
STATE BANK OF INDIA. Banks | 4.83% | 2.31% | 2.31% |
BAJAJ FINANCE LTD. Finance | 3.14% | 2.19% | 2.19% |
Larsen and Toubro Ltd. Construction | 4.22% | 2.13% | 2.13% |
Mahindra & Mahindra Ltd. Automobiles | 2.90% | 1.90% | 1.90% |
TATA CONSULTANCY SERVICES LTD. IT - Software | 1.68% | 1.91% | 1.68% |
NTPC LTD Power | 2.89% | 1.64% | 1.64% |
ETERNAL LIMITED Retailing | 1.38% | 1.93% | 1.38% |
Bharat Electronics Ltd. Aerospace and Defense | 1.38% | 1.55% | 1.38% |
Solar Industries India Limited Chemicals and Petrochemicals | 1.53% | 1.10% | 1.10% |
Cummins India Ltd. Industrial Products | 1.07% | 1.43% | 1.07% |
Tech Mahindra Ltd. IT - Software | 1.04% | 0.84% | 0.84% |
Power Finance Corporation Ltd. Finance | 0.84% | 0.88% | 0.84% |
Britannia Industries Ltd. Food Products | 0.77% | 1.78% | 0.77% |
HDFC Life Insurance Company Ltd Insurance | 0.82% | 0.73% | 0.73% |
Maruti Suzuki India Limited Automobiles | 2.41% | 0.70% | 0.70% |
Hindalco Industries Ltd. Non - Ferrous Metals | 1.02% | 0.67% | 0.67% |
LG ELECTRONICS INDIA LTD. Consumer Durables | 0.64% | 0.83% | 0.64% |
Schaeffler India Ltd Auto Components | 0.64% | 0.55% | 0.55% |
Persistent Systems Limited IT - Software | 0.55% | 1.73% | 0.55% |
BHARAT PETROLEUM CORPORATION LTD. Petroleum Products | 1.49% | 0.53% | 0.53% |
VISHAL MEGA MART LIMITED Retailing | 0.46% | 1.40% | 0.46% |
ANTHEM BIOSCIENCES LTD Pharmaceuticals and Biotechnology | 0.42% | 0.83% | 0.42% |
Unique to Kotak Large Cap
- AXIS BANK LTD.3.35%
- Infosys Ltd.3.32%
Unique to PGIM INDIA FLEXI CAP
- TVS Motor Company Ltd.2.50%
- VARUN BEVERAGES LIMITED1.97%
Sector Overlap Breakdown
Banks16.0% (3)
Petroleum Products4.5% (2)
Telecom - Services3.3% (1)
IT - Software3.1% (3)
Finance3.0% (2)
Automobiles2.6% (2)
Construction2.1% (1)
Retailing1.8% (2)
Power1.6% (1)
Aerospace and Defense1.4% (1)
Chemicals and Petrochemicals1.1% (1)
Industrial Products1.1% (1)
Food Products0.8% (1)
Insurance0.7% (1)
Non - Ferrous Metals0.7% (1)
Consumer Durables0.6% (1)
Auto Components0.6% (1)
Pharmaceuticals and Biotechnology0.4% (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 PGIM INDIA FLEXI CAP
- vs PGIM INDIA LARGE CAP64.9% · 39 stocks
- vs PGIM INDIA ELSS TAX SAVER64.7% · 47 stocks
- vs PGIM INDIA LARGE AND MIDCAP59.8% · 44 stocks
- vs PGIM INDIA MULTI CAP58.9% · 57 stocks
- vs CANARA ROBECO FLEXICAP55.8% · 32 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.