Kotak Large Cap Fund vs TATA FOCUSED FUND
Kotak vs Tata· Portfolio Overlap Analysis
44.2%High Overlap
14 common stocksRank #17295 / 20,000
Investor takeaway: At 44.2% 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 (14)
| Stock | Wt% in Kotak Large Cap | Wt% in TATA FOCUSED | Overlap |
|---|---|---|---|
HDFC BANK LTD. Banks | 7.01% | 7.50% | 7.01% |
ICICI BANK LTD. Banks | 7.36% | 6.44% | 6.44% |
RELIANCE INDUSTRIES LTD. Petroleum Products | 6.39% | 4.95% | 4.95% |
Larsen and Toubro Ltd. Construction | 4.22% | 4.03% | 4.03% |
AXIS BANK LTD. Banks | 3.35% | 5.54% | 3.35% |
Infosys Ltd. IT - Software | 3.32% | 3.15% | 3.15% |
Mahindra & Mahindra Ltd. Automobiles | 2.90% | 3.30% | 2.90% |
NTPC LTD Power | 2.89% | 4.59% | 2.89% |
SUN PHARMACEUTICAL INDUSTRIES LTD. Pharmaceuticals and Biotechnology | 2.59% | 3.62% | 2.59% |
Ultratech Cement Ltd. Cement and Cement Products | 2.22% | 3.93% | 2.22% |
BHARTI AIRTEL LTD. Telecom - Services | 3.78% | 2.08% | 2.08% |
SAMVARDHANA MOTHERSON INTERNATIONAL LTD Auto Components | 0.91% | 3.51% | 0.91% |
Power Finance Corporation Ltd. Finance | 0.84% | 2.45% | 0.84% |
HDFC Life Insurance Company Ltd Insurance | 0.82% | 3.02% | 0.82% |
Unique to Kotak Large Cap
- STATE BANK OF INDIA.4.83%
- BAJAJ FINANCE LTD.3.14%
Unique to TATA FOCUSED
- METROPOLIS HEALTHCARE LTD.3.82%
- AMBUJA CEMENTS LTD.3.74%
- SBI LIFE INSURANCE COMPANY LTD.3.68%
Sector Overlap Breakdown
Banks16.8% (3)
Petroleum Products5.0% (1)
Construction4.0% (1)
IT - Software3.1% (1)
Automobiles2.9% (1)
Power2.9% (1)
Pharmaceuticals and Biotechnology2.6% (1)
Cement and Cement Products2.2% (1)
Telecom - Services2.1% (1)
Auto Components0.9% (1)
Finance0.8% (1)
Insurance0.8% (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 FOCUSED
- vs ICICI Prudential Large Cap46.7% · 14 stocks
- vs ICICI Prudential ELSS Tax Save45.9% · 16 stocks
- vs ADITYA BIRLA SUN LIFE FOCUSED45.2% · 13 stocks
- vs Bajaj Finserv Large Cap44.1% · 11 stocks
- vs ADITYA BIRLA SUN LIFE LARGE CA43.9% · 15 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.