Kotak Large Cap Fund vs PGIM INDIA LARGE CAP FUND
Kotak vs PGIM· Portfolio Overlap Analysis
61.6%High Overlap
32 common stocksRank #4830 / 5,000
Investor takeaway: These funds overlap 61.6%. Holding both gives you almost no extra diversification. You are effectively paying two expense ratios for the same portfolio core.
Common Holdings (32)
| Stock | Wt% in Kotak Large Cap | Wt% in PGIM INDIA LARGE CAP | Overlap |
|---|---|---|---|
ICICI BANK LTD. Banks | 7.36% | 7.94% | 7.36% |
HDFC BANK LTD. Banks | 7.01% | 8.93% | 7.01% |
RELIANCE INDUSTRIES LTD. Petroleum Products | 6.39% | 6.64% | 6.39% |
Larsen and Toubro Ltd. Construction | 4.22% | 4.44% | 4.22% |
BHARTI AIRTEL LTD. Telecom - Services | 3.78% | 4.72% | 3.78% |
BAJAJ FINANCE LTD. Finance | 3.14% | 2.94% | 2.94% |
STATE BANK OF INDIA. Banks | 4.83% | 2.91% | 2.91% |
NTPC LTD Power | 2.89% | 2.13% | 2.13% |
Ultratech Cement Ltd. Cement and Cement Products | 2.22% | 2.04% | 2.04% |
Maruti Suzuki India Limited Automobiles | 2.41% | 1.86% | 1.86% |
Infosys Ltd. IT - Software | 3.32% | 1.68% | 1.68% |
TATA CONSULTANCY SERVICES LTD. IT - Software | 1.68% | 2.56% | 1.68% |
Mahindra & Mahindra Ltd. Automobiles | 2.90% | 1.67% | 1.67% |
KOTAK MAHINDRA BANK LTD. Banks | 1.55% | 2.94% | 1.55% |
ETERNAL LIMITED Retailing | 1.38% | 2.26% | 1.38% |
Cummins India Ltd. Industrial Products | 1.07% | 1.24% | 1.07% |
Tech Mahindra Ltd. IT - Software | 1.04% | 1.21% | 1.04% |
SUN PHARMACEUTICAL INDUSTRIES LTD. Pharmaceuticals and Biotechnology | 2.59% | 0.91% | 0.91% |
SAMVARDHANA MOTHERSON INTERNATIONAL LTD Auto Components | 0.91% | 1.08% | 0.91% |
Power Finance Corporation Ltd. Finance | 0.84% | 1.14% | 0.84% |
United Spirits Ltd Beverages | 1.15% | 0.79% | 0.79% |
Bharat Electronics Ltd. Aerospace and Defense | 1.38% | 0.77% | 0.77% |
Britannia Industries Ltd. Food Products | 0.77% | 1.28% | 0.77% |
Solar Industries India Limited Chemicals and Petrochemicals | 1.53% | 0.76% | 0.76% |
TORRENT PHARMACEUTICALS LTD. Pharmaceuticals and Biotechnology | 0.76% | 0.80% | 0.76% |
ITC Ltd. Diversified FMCG | 2.05% | 0.75% | 0.75% |
HDFC Life Insurance Company Ltd Insurance | 0.82% | 0.74% | 0.74% |
Hindalco Industries Ltd. Non - Ferrous Metals | 1.02% | 0.65% | 0.65% |
LG ELECTRONICS INDIA LTD. Consumer Durables | 0.64% | 0.85% | 0.64% |
SHRIRAM FINANCE LIMITED Finance | 1.98% | 0.56% | 0.56% |
Persistent Systems Limited IT - Software | 0.55% | 1.31% | 0.55% |
VISHAL MEGA MART LIMITED Retailing | 0.46% | 0.96% | 0.46% |
Unique to Kotak Large Cap
- AXIS BANK LTD.3.35%
Unique to PGIM INDIA LARGE CAP
- Titan Company Ltd.2.30%
Sector Overlap Breakdown
Banks18.8% (4)
Petroleum Products6.4% (1)
IT - Software5.0% (4)
Finance4.3% (3)
Construction4.2% (1)
Telecom - Services3.8% (1)
Automobiles3.5% (2)
Power2.1% (1)
Cement and Cement Products2.0% (1)
Retailing1.8% (2)
Pharmaceuticals and Biotechnology1.7% (2)
Industrial Products1.1% (1)
Auto Components0.9% (1)
Beverages0.8% (1)
Aerospace and Defense0.8% (1)
Food Products0.8% (1)
Chemicals and Petrochemicals0.8% (1)
Diversified FMCG0.8% (1)
Insurance0.7% (1)
Non - Ferrous Metals0.7% (1)
Consumer Durables0.6% (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 LARGE CAP
- vs CANARA ROBECO LARGE CAP69.5% · 37 stocks
- vs Axis Large Cap65.5% · 35 stocks
- vs PGIM INDIA FLEXI CAP64.9% · 39 stocks
- vs Baroda BNP Paribas Nifty 50 In63.1% · 28 stocks
- vs HDFC NIFTY 50 ETF63.1% · 28 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.