Kotak Large Cap Fund vs Shriram Balanced Advantage Fund
Kotak vs Shriram· Portfolio Overlap Analysis
48.1%High Overlap
24 common stocksRank #12120 / 20,000
Investor takeaway: At 48.1% 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 Shriram Balanced Advantage | Overlap |
|---|---|---|---|
HDFC BANK LTD. Banks | 7.01% | 6.75% | 6.75% |
RELIANCE INDUSTRIES LTD. Petroleum Products | 6.39% | 5.10% | 5.10% |
ICICI BANK LTD. Banks | 7.36% | 4.07% | 4.07% |
BHARTI AIRTEL LTD. Telecom - Services | 3.78% | 3.65% | 3.65% |
STATE BANK OF INDIA. Banks | 4.83% | 3.38% | 3.38% |
Mahindra & Mahindra Ltd. Automobiles | 2.90% | 2.48% | 2.48% |
SUN PHARMACEUTICAL INDUSTRIES LTD. Pharmaceuticals and Biotechnology | 2.59% | 2.23% | 2.23% |
Infosys Ltd. IT - Software | 3.32% | 2.22% | 2.22% |
AXIS BANK LTD. Banks | 3.35% | 2.20% | 2.20% |
ITC Ltd. Diversified FMCG | 2.05% | 2.42% | 2.05% |
BAJAJ FINANCE LTD. Finance | 3.14% | 1.91% | 1.91% |
KOTAK MAHINDRA BANK LTD. Banks | 1.55% | 2.08% | 1.55% |
BHARAT PETROLEUM CORPORATION LTD. Petroleum Products | 1.49% | 2.08% | 1.49% |
Bharat Electronics Ltd. Aerospace and Defense | 1.38% | 1.71% | 1.38% |
Larsen and Toubro Ltd. Construction | 4.22% | 1.29% | 1.29% |
Inter Globe Aviation Ltd Transport Services | 1.83% | 1.23% | 1.23% |
TATA CONSULTANCY SERVICES LTD. IT - Software | 1.68% | 1.20% | 1.20% |
NTPC LTD Power | 2.89% | 1.05% | 1.05% |
Maruti Suzuki India Limited Automobiles | 2.41% | 0.97% | 0.97% |
ETERNAL LIMITED Retailing | 1.38% | 0.85% | 0.85% |
Coromandel International Limited Fertilizers and Agrochemicals | 1.22% | 0.46% | 0.46% |
HDFC Life Insurance Company Ltd Insurance | 0.82% | 0.31% | 0.31% |
SWIGGY LTD Retailing | 0.38% | 0.23% | 0.23% |
LG ELECTRONICS INDIA LTD. Consumer Durables | 0.64% | 0.03% | 0.03% |
Unique to Kotak Large Cap
All top holdings are shared with the other fund.
Unique to Shriram Balanced Advantage
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks17.9% (5)
Petroleum Products6.6% (2)
Telecom - Services3.6% (1)
Automobiles3.5% (2)
IT - Software3.4% (2)
Pharmaceuticals and Biotechnology2.2% (1)
Diversified FMCG2.0% (1)
Finance1.9% (1)
Aerospace and Defense1.4% (1)
Construction1.3% (1)
Transport Services1.2% (1)
Retailing1.1% (2)
Power1.1% (1)
Fertilizers and Agrochemicals0.5% (1)
Insurance0.3% (1)
Consumer Durables0.0% (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 Shriram Balanced Advantage
- vs Shriram Aggressive Hybrid57.5% · 54 stocks
- vs Shriram Multi Asset Allocation56.7% · 51 stocks
- vs Shriram Flexi Cap54.4% · 43 stocks
- vs Shriram ELSS Tax Saver54.1% · 43 stocks
- vs Axis Nifty 100 Index52.8% · 35 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.