Kotak Large Cap Fund vs TATA LARGE CAP FUND
Kotak vs Tata· Portfolio Overlap Analysis
57.0%High Overlap
23 common stocksRank #6055 / 20,000
Investor takeaway: At 57.0% 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 LARGE CAP | Overlap |
|---|---|---|---|
ICICI BANK LTD. Banks | 7.36% | 9.12% | 7.36% |
HDFC BANK LTD. Banks | 7.01% | 8.20% | 7.01% |
RELIANCE INDUSTRIES LTD. Petroleum Products | 6.39% | 5.26% | 5.26% |
Larsen and Toubro Ltd. Construction | 4.22% | 3.58% | 3.58% |
STATE BANK OF INDIA. Banks | 4.83% | 3.54% | 3.54% |
AXIS BANK LTD. Banks | 3.35% | 4.08% | 3.35% |
Infosys Ltd. IT - Software | 3.32% | 3.54% | 3.32% |
BAJAJ FINANCE LTD. Finance | 3.14% | 3.04% | 3.04% |
Mahindra & Mahindra Ltd. Automobiles | 2.90% | 2.89% | 2.89% |
BHARTI AIRTEL LTD. Telecom - Services | 3.78% | 2.19% | 2.19% |
Tata Steel Ltd. Ferrous Metals | 2.14% | 2.56% | 2.14% |
NTPC LTD Power | 2.89% | 1.79% | 1.79% |
TATA CONSULTANCY SERVICES LTD. IT - Software | 1.68% | 2.86% | 1.68% |
Inter Globe Aviation Ltd Transport Services | 1.83% | 1.56% | 1.56% |
KOTAK MAHINDRA BANK LTD. Banks | 1.55% | 3.72% | 1.55% |
Tech Mahindra Ltd. IT - Software | 1.04% | 1.85% | 1.04% |
Hindalco Industries Ltd. Non - Ferrous Metals | 1.02% | 1.00% | 1.00% |
Hindustan Unilever Ltd. Diversified FMCG | 0.97% | 2.64% | 0.97% |
SAMVARDHANA MOTHERSON INTERNATIONAL LTD Auto Components | 0.91% | 2.32% | 0.91% |
HDFC Life Insurance Company Ltd Insurance | 0.82% | 1.93% | 0.82% |
Britannia Industries Ltd. Food Products | 0.77% | 1.07% | 0.77% |
LG ELECTRONICS INDIA LTD. Consumer Durables | 0.64% | 0.86% | 0.64% |
Hero MotoCorp Ltd. Automobiles | 0.56% | 0.92% | 0.56% |
Unique to Kotak Large Cap
All top holdings are shared with the other fund.
Unique to TATA LARGE CAP
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks22.8% (5)
IT - Software6.0% (3)
Petroleum Products5.3% (1)
Construction3.6% (1)
Automobiles3.5% (2)
Finance3.0% (1)
Telecom - Services2.2% (1)
Ferrous Metals2.1% (1)
Power1.8% (1)
Transport Services1.6% (1)
Non - Ferrous Metals1.0% (1)
Diversified FMCG1.0% (1)
Auto Components0.9% (1)
Insurance0.8% (1)
Food Products0.8% (1)
Consumer Durables0.6% (1)
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More comparisons for TATA LARGE CAP
- vs ADITYA BIRLA SUN LIFE BSE SENS61.5% · 19 stocks
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.