Kotak Large Cap Fund vs SBI ELSS Tax Saver Fund
Kotak vs SBI· Portfolio Overlap Analysis
46.0%High Overlap
24 common stocksRank #14591 / 20,000
Investor takeaway: At 46.0% 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 (24)
| Stock | Wt% in Kotak Large Cap | Wt% in SBI ELSS Tax Saver | Overlap |
|---|---|---|---|
ICICI BANK LTD. Banks | 7.36% | 7.74% | 7.36% |
RELIANCE INDUSTRIES LTD. Petroleum Products | 6.39% | 4.89% | 4.89% |
STATE BANK OF INDIA. Banks | 4.83% | 4.61% | 4.61% |
HDFC BANK LTD. Banks | 7.01% | 4.44% | 4.44% |
AXIS BANK LTD. Banks | 3.35% | 4.29% | 3.35% |
Mahindra & Mahindra Ltd. Automobiles | 2.90% | 2.66% | 2.66% |
Tata Steel Ltd. Ferrous Metals | 2.14% | 4.09% | 2.14% |
Infosys Ltd. IT - Software | 3.32% | 2.05% | 2.05% |
BHARTI AIRTEL LTD. Telecom - Services | 3.78% | 1.79% | 1.79% |
KOTAK MAHINDRA BANK LTD. Banks | 1.55% | 4.23% | 1.55% |
TATA CONSULTANCY SERVICES LTD. IT - Software | 1.68% | 1.52% | 1.52% |
BHARAT PETROLEUM CORPORATION LTD. Petroleum Products | 1.49% | 1.55% | 1.49% |
Tech Mahindra Ltd. IT - Software | 1.04% | 1.60% | 1.04% |
Hindalco Industries Ltd. Non - Ferrous Metals | 1.02% | 1.42% | 1.02% |
BHARAT FORGE LTD. Auto Components | 0.89% | 0.87% | 0.87% |
HDFC Life Insurance Company Ltd Insurance | 0.82% | 1.15% | 0.82% |
BAJAJ FINANCE LTD. Finance | 3.14% | 0.78% | 0.78% |
GODREJ CONSUMER PRODUCTS LTD. Personal Products | 1.21% | 0.76% | 0.76% |
ITC Ltd. Diversified FMCG | 2.05% | 0.63% | 0.63% |
Cummins India Ltd. Industrial Products | 1.07% | 0.58% | 0.58% |
SUN PHARMACEUTICAL INDUSTRIES LTD. Pharmaceuticals and Biotechnology | 2.59% | 0.52% | 0.52% |
GUJARAT STATE PETRONET LTD. Gas | 0.57% | 0.44% | 0.44% |
SWIGGY LTD Retailing | 0.38% | 0.69% | 0.38% |
MAHINDRA LIFESPACE DEVELOPERS LTD Realty | 0.29% | 1.00% | 0.29% |
Unique to Kotak Large Cap
- Larsen and Toubro Ltd.4.22%
Unique to SBI ELSS Tax Saver
- Torrent Power Ltd.2.73%
- Cipla Ltd.2.56%
Sector Overlap Breakdown
Banks21.3% (5)
Petroleum Products6.4% (2)
IT - Software4.6% (3)
Automobiles2.7% (1)
Ferrous Metals2.1% (1)
Telecom - Services1.8% (1)
Non - Ferrous Metals1.0% (1)
Auto Components0.9% (1)
Insurance0.8% (1)
Finance0.8% (1)
Personal Products0.8% (1)
Diversified FMCG0.6% (1)
Industrial Products0.6% (1)
Pharmaceuticals and Biotechnology0.5% (1)
Gas0.4% (1)
Retailing0.4% (1)
Realty0.3% (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 SBI ELSS Tax Saver
- vs ADITYA BIRLA SUN LIFE LARGE CA46.4% · 27 stocks
- vs SBI Large Cap46.0% · 24 stocks
- vs Baroda BNP Paribas Nifty 50 In45.5% · 23 stocks
- vs HDFC NIFTY 50 ETF45.5% · 23 stocks
- vs HDFC Nifty 50 Index45.5% · 23 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.