Kotak Large Cap Fund vs Shriram Multi Asset Allocation Fund
Kotak vs Shriram· Portfolio Overlap Analysis
46.1%High Overlap
25 common stocksRank #14448 / 20,000
Investor takeaway: At 46.1% 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 (25)
| Stock | Wt% in Kotak Large Cap | Wt% in Shriram Multi Asset Allocation | Overlap |
|---|---|---|---|
RELIANCE INDUSTRIES LTD. Petroleum Products | 6.39% | 5.00% | 5.00% |
HDFC BANK LTD. Banks | 7.01% | 4.63% | 4.63% |
ICICI BANK LTD. Banks | 7.36% | 3.97% | 3.97% |
STATE BANK OF INDIA. Banks | 4.83% | 3.35% | 3.35% |
BHARTI AIRTEL LTD. Telecom - Services | 3.78% | 3.31% | 3.31% |
AXIS BANK LTD. Banks | 3.35% | 2.72% | 2.72% |
Infosys Ltd. IT - Software | 3.32% | 2.59% | 2.59% |
SUN PHARMACEUTICAL INDUSTRIES LTD. Pharmaceuticals and Biotechnology | 2.59% | 2.43% | 2.43% |
BAJAJ FINANCE LTD. Finance | 3.14% | 2.18% | 2.18% |
Mahindra & Mahindra Ltd. Automobiles | 2.90% | 2.02% | 2.02% |
KOTAK MAHINDRA BANK LTD. Banks | 1.55% | 2.22% | 1.55% |
ITC Ltd. Diversified FMCG | 2.05% | 1.54% | 1.54% |
TATA CONSULTANCY SERVICES LTD. IT - Software | 1.68% | 1.54% | 1.54% |
Larsen and Toubro Ltd. Construction | 4.22% | 1.40% | 1.40% |
BHARAT PETROLEUM CORPORATION LTD. Petroleum Products | 1.49% | 1.29% | 1.29% |
NTPC LTD Power | 2.89% | 1.15% | 1.15% |
Inter Globe Aviation Ltd Transport Services | 1.83% | 1.14% | 1.14% |
Tata Steel Ltd. Ferrous Metals | 2.14% | 0.98% | 0.98% |
HDFC Life Insurance Company Ltd Insurance | 0.82% | 0.88% | 0.82% |
ETERNAL LIMITED Retailing | 1.38% | 0.81% | 0.81% |
Maruti Suzuki India Limited Automobiles | 2.41% | 0.73% | 0.73% |
Bharat Electronics Ltd. Aerospace and Defense | 1.38% | 0.44% | 0.44% |
SWIGGY LTD Retailing | 0.38% | 0.27% | 0.27% |
Coal India Limited Consumable Fuels | 0.21% | 0.79% | 0.21% |
LG ELECTRONICS INDIA LTD. Consumer Durables | 0.64% | 0.02% | 0.02% |
Unique to Kotak Large Cap
All top holdings are shared with the other fund.
Unique to Shriram Multi Asset Allocation
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks16.2% (5)
Petroleum Products6.3% (2)
IT - Software4.1% (2)
Telecom - Services3.3% (1)
Automobiles2.8% (2)
Pharmaceuticals and Biotechnology2.4% (1)
Finance2.2% (1)
Diversified FMCG1.5% (1)
Construction1.4% (1)
Power1.1% (1)
Transport Services1.1% (1)
Retailing1.1% (2)
Ferrous Metals1.0% (1)
Insurance0.8% (1)
Aerospace and Defense0.4% (1)
Consumable Fuels0.2% (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 Multi Asset Allocation
- vs Shriram Balanced Advantage56.7% · 51 stocks
- vs Shriram Aggressive Hybrid53.3% · 53 stocks
- vs Axis Nifty 100 Index50.6% · 37 stocks
- vs HDFC NIFTY 100 ETF50.6% · 37 stocks
- vs ICICI Prudential Nifty 100 ETF50.6% · 37 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.