Kotak Large Cap Fund vs SBI Large Cap Fund
Kotak vs SBI· Portfolio Overlap Analysis
49.5%High Overlap
21 common stocksRank #10670 / 20,000
Investor takeaway: At 49.5% 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 (21)
| Stock | Wt% in Kotak Large Cap | Wt% in SBI Large Cap | Overlap |
|---|---|---|---|
ICICI BANK LTD. Banks | 7.36% | 8.20% | 7.36% |
HDFC BANK LTD. Banks | 7.01% | 6.54% | 6.54% |
RELIANCE INDUSTRIES LTD. Petroleum Products | 6.39% | 6.18% | 6.18% |
Larsen and Toubro Ltd. Construction | 4.22% | 5.73% | 4.22% |
STATE BANK OF INDIA. Banks | 4.83% | 4.16% | 4.16% |
AXIS BANK LTD. Banks | 3.35% | 3.44% | 3.35% |
Infosys Ltd. IT - Software | 3.32% | 3.16% | 3.16% |
BHARTI AIRTEL LTD. Telecom - Services | 3.78% | 2.48% | 2.48% |
Tata Steel Ltd. Ferrous Metals | 2.14% | 1.81% | 1.81% |
KOTAK MAHINDRA BANK LTD. Banks | 1.55% | 3.46% | 1.55% |
ETERNAL LIMITED Retailing | 1.38% | 1.29% | 1.29% |
Tech Mahindra Ltd. IT - Software | 1.04% | 1.60% | 1.04% |
Hindalco Industries Ltd. Non - Ferrous Metals | 1.02% | 1.84% | 1.02% |
ITC Ltd. Diversified FMCG | 2.05% | 0.98% | 0.98% |
Hindustan Unilever Ltd. Diversified FMCG | 0.97% | 1.94% | 0.97% |
SAMVARDHANA MOTHERSON INTERNATIONAL LTD Auto Components | 0.91% | 2.78% | 0.91% |
HDFC Life Insurance Company Ltd Insurance | 0.82% | 3.75% | 0.82% |
Britannia Industries Ltd. Food Products | 0.77% | 1.03% | 0.77% |
Schaeffler India Ltd Auto Components | 0.64% | 1.04% | 0.64% |
BRAINBEES SOLUTIONS LIMITED Retailing | 0.22% | 0.80% | 0.22% |
BHARAT PETROLEUM CORPORATION LTD. Petroleum Products | 1.49% | 0.07% | 0.07% |
Unique to Kotak Large Cap
- BAJAJ FINANCE LTD.3.14%
- Mahindra & Mahindra Ltd.2.90%
Unique to SBI Large Cap
- Asian Paints Ltd.3.57%
- Tata Motors Ltd.3.48%
Sector Overlap Breakdown
Banks23.0% (5)
Petroleum Products6.3% (2)
Construction4.2% (1)
IT - Software4.2% (2)
Telecom - Services2.5% (1)
Diversified FMCG1.9% (2)
Ferrous Metals1.8% (1)
Auto Components1.6% (2)
Retailing1.5% (2)
Non - Ferrous Metals1.0% (1)
Insurance0.8% (1)
Food Products0.8% (1)
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More comparisons for SBI Large Cap
- vs CANARA ROBECO LARGE CAP53.5% · 26 stocks
- vs NIPPON INDIA LARGE CAP52.5% · 25 stocks
- vs Parag Parikh Large Cap52.5% · 31 stocks
- vs HDFC NIFTY 50 ETF52.4% · 20 stocks
- vs HDFC Nifty 50 Index52.4% · 20 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.