Kotak Large Cap Fund vs Shriram Flexi Cap Fund
Kotak vs Shriram· Portfolio Overlap Analysis
53.9%High Overlap
25 common stocksRank #7307 / 20,000
Investor takeaway: At 53.9% 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 (25)
| Stock | Wt% in Kotak Large Cap | Wt% in Shriram Flexi Cap | Overlap |
|---|---|---|---|
HDFC BANK LTD. Banks | 7.01% | 7.33% | 7.01% |
ICICI BANK LTD. Banks | 7.36% | 4.98% | 4.98% |
STATE BANK OF INDIA. Banks | 4.83% | 4.78% | 4.78% |
BHARTI AIRTEL LTD. Telecom - Services | 3.78% | 3.85% | 3.78% |
RELIANCE INDUSTRIES LTD. Petroleum Products | 6.39% | 3.19% | 3.19% |
AXIS BANK LTD. Banks | 3.35% | 3.15% | 3.15% |
Mahindra & Mahindra Ltd. Automobiles | 2.90% | 2.96% | 2.90% |
Infosys Ltd. IT - Software | 3.32% | 2.81% | 2.81% |
Larsen and Toubro Ltd. Construction | 4.22% | 2.64% | 2.64% |
NTPC LTD Power | 2.89% | 2.60% | 2.60% |
ITC Ltd. Diversified FMCG | 2.05% | 1.99% | 1.99% |
Inter Globe Aviation Ltd Transport Services | 1.83% | 2.13% | 1.83% |
TATA CONSULTANCY SERVICES LTD. IT - Software | 1.68% | 1.80% | 1.68% |
BHARAT PETROLEUM CORPORATION LTD. Petroleum Products | 1.49% | 2.05% | 1.49% |
Tata Steel Ltd. Ferrous Metals | 2.14% | 1.39% | 1.39% |
Bharat Electronics Ltd. Aerospace and Defense | 1.38% | 1.94% | 1.38% |
Coromandel International Limited Fertilizers and Agrochemicals | 1.22% | 1.32% | 1.22% |
ETERNAL LIMITED Retailing | 1.38% | 0.98% | 0.98% |
Maruti Suzuki India Limited Automobiles | 2.41% | 0.97% | 0.97% |
Tech Mahindra Ltd. IT - Software | 1.04% | 0.84% | 0.84% |
TORRENT PHARMACEUTICALS LTD. Pharmaceuticals and Biotechnology | 0.76% | 1.29% | 0.76% |
Apollo Hospitals Enterprise Ltd. Healthcare Services | 0.93% | 0.54% | 0.54% |
Persistent Systems Limited IT - Software | 0.55% | 0.46% | 0.46% |
SWIGGY LTD Retailing | 0.38% | 0.71% | 0.38% |
BANK OF MAHARASHTRA Banks | 0.15% | 0.65% | 0.15% |
Unique to Kotak Large Cap
- BAJAJ FINANCE LTD.3.14%
Unique to Shriram Flexi Cap
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks20.1% (5)
IT - Software5.8% (4)
Petroleum Products4.7% (2)
Automobiles3.9% (2)
Telecom - Services3.8% (1)
Construction2.6% (1)
Power2.6% (1)
Diversified FMCG2.0% (1)
Transport Services1.8% (1)
Ferrous Metals1.4% (1)
Aerospace and Defense1.4% (1)
Retailing1.4% (2)
Fertilizers and Agrochemicals1.2% (1)
Pharmaceuticals and Biotechnology0.8% (1)
Healthcare Services0.5% (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 Shriram Flexi Cap
- vs Shriram ELSS Tax Saver96.1% · 70 stocks
- vs Shriram Balanced Advantage54.4% · 43 stocks
- vs Shriram Aggressive Hybrid53.6% · 47 stocks
- vs EDELWEISS LARGE CAP53.4% · 31 stocks
- vs Parag Parikh Large Cap52.0% · 31 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.