Kotak Large Cap Fund vs TATA FLEXI CAP FUND
Kotak vs Tata· Portfolio Overlap Analysis
46.4%High Overlap
23 common stocksRank #14024 / 20,000
Investor takeaway: At 46.4% 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 (23)
| Stock | Wt% in Kotak Large Cap | Wt% in TATA FLEXI CAP | Overlap |
|---|---|---|---|
HDFC BANK LTD. Banks | 7.01% | 5.96% | 5.96% |
ICICI BANK LTD. Banks | 7.36% | 5.15% | 5.15% |
RELIANCE INDUSTRIES LTD. Petroleum Products | 6.39% | 4.29% | 4.29% |
AXIS BANK LTD. Banks | 3.35% | 3.36% | 3.35% |
Larsen and Toubro Ltd. Construction | 4.22% | 3.26% | 3.26% |
BHARTI AIRTEL LTD. Telecom - Services | 3.78% | 2.64% | 2.64% |
NTPC LTD Power | 2.89% | 2.52% | 2.52% |
Maruti Suzuki India Limited Automobiles | 2.41% | 2.63% | 2.41% |
SUN PHARMACEUTICAL INDUSTRIES LTD. Pharmaceuticals and Biotechnology | 2.59% | 2.33% | 2.33% |
ITC Ltd. Diversified FMCG | 2.05% | 1.86% | 1.86% |
Infosys Ltd. IT - Software | 3.32% | 1.71% | 1.71% |
TATA CONSULTANCY SERVICES LTD. IT - Software | 1.68% | 1.68% | 1.68% |
GODREJ CONSUMER PRODUCTS LTD. Personal Products | 1.21% | 1.71% | 1.21% |
KOTAK MAHINDRA BANK LTD. Banks | 1.55% | 1.12% | 1.12% |
Tech Mahindra Ltd. IT - Software | 1.04% | 0.95% | 0.95% |
Apollo Hospitals Enterprise Ltd. Healthcare Services | 0.93% | 1.07% | 0.93% |
SAMVARDHANA MOTHERSON INTERNATIONAL LTD Auto Components | 0.91% | 1.50% | 0.91% |
BHARAT FORGE LTD. Auto Components | 0.89% | 1.40% | 0.89% |
Power Finance Corporation Ltd. Finance | 0.84% | 1.12% | 0.84% |
HDFC Life Insurance Company Ltd Insurance | 0.82% | 1.69% | 0.82% |
Britannia Industries Ltd. Food Products | 0.77% | 1.82% | 0.77% |
Mphasis Ltd IT - Software | 0.62% | 0.65% | 0.62% |
Coal India Limited Consumable Fuels | 0.21% | 0.67% | 0.21% |
Unique to Kotak Large Cap
- STATE BANK OF INDIA.4.83%
- BAJAJ FINANCE LTD.3.14%
- Mahindra & Mahindra Ltd.2.90%
Unique to TATA FLEXI CAP
- AMBUJA CEMENTS LTD.2.55%
Sector Overlap Breakdown
Banks15.6% (4)
IT - Software5.0% (4)
Petroleum Products4.3% (1)
Construction3.3% (1)
Telecom - Services2.6% (1)
Power2.5% (1)
Automobiles2.4% (1)
Pharmaceuticals and Biotechnology2.3% (1)
Diversified FMCG1.9% (1)
Auto Components1.8% (2)
Personal Products1.2% (1)
Healthcare Services0.9% (1)
Finance0.8% (1)
Insurance0.8% (1)
Food Products0.8% (1)
Consumable Fuels0.2% (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 TATA FLEXI CAP
- vs Mirae Asset Large Cap48.1% · 27 stocks
- vs ICICI Prudential Equity Minimu46.1% · 23 stocks
- vs ADITYA BIRLA SUN LIFE LARGE CA45.4% · 27 stocks
- vs ICICI Prudential Dividend Yiel44.8% · 26 stocks
- vs HDFC Dividend Yield44.5% · 26 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.