Kotak Manufacture In India Fund vs TATA NIFTY500 MULTICAP INDIA MANUFACTURING 50-30-20 INDEX FUND
Kotak vs Tata· Portfolio Overlap Analysis
42.5%High Overlap
18 common stocksRank #19655 / 20,000
Investor takeaway: At 42.5% 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 (18)
| Stock | Wt% in Kotak Manufacture In India | Wt% in TATA NIFTY500 MULTICAP INDIA M | Overlap |
|---|---|---|---|
Mahindra & Mahindra Ltd. Automobiles | 4.81% | 6.56% | 4.81% |
SUN PHARMACEUTICAL INDUSTRIES LTD. Pharmaceuticals and Biotechnology | 4.59% | 3.98% | 3.98% |
RELIANCE INDUSTRIES LTD. Petroleum Products | 3.95% | 8.88% | 3.95% |
Tata Steel Ltd. Ferrous Metals | 4.65% | 3.79% | 3.79% |
Maruti Suzuki India Limited Automobiles | 3.65% | 4.21% | 3.65% |
Bharat Electronics Ltd. Aerospace and Defense | 3.40% | 3.44% | 3.40% |
Hindalco Industries Ltd. Non - Ferrous Metals | 3.49% | 2.89% | 2.89% |
Hero MotoCorp Ltd. Automobiles | 3.45% | 2.36% | 2.36% |
Eicher Motors Ltd. Automobiles | 2.27% | 2.38% | 2.27% |
Cummins India Ltd. Industrial Products | 2.54% | 2.11% | 2.11% |
Ashok Leyland Ltd. Agricultural, Commercial and Constr | 2.39% | 1.92% | 1.92% |
Divis Laboratories Ltd. Pharmaceuticals and Biotechnology | 2.42% | 1.76% | 1.76% |
HINDUSTAN PETROLEUM CORPORATION LTD. Petroleum Products | 2.98% | 1.34% | 1.34% |
Voltas Ltd. Consumer Durables | 1.15% | 1.13% | 1.13% |
Lupin Ltd. Pharmaceuticals and Biotechnology | 1.09% | 1.78% | 1.09% |
SRF LTD. Chemicals and Petrochemicals | 0.97% | 1.18% | 0.97% |
KAYNES TECHNOLOGY LTD Industrial Manufacturing | 1.54% | 0.59% | 0.59% |
Carborundum Universal Ltd. Industrial Products | 0.86% | 0.46% | 0.46% |
Unique to Kotak Manufacture In India
- TVS Motor Company Ltd.3.65%
Unique to TATA NIFTY500 MULTICAP INDIA M
- JSW STEEL LTD.2.57%
- BAJAJ AUTO LTD.2.39%
Sector Overlap Breakdown
Automobiles13.1% (4)
Pharmaceuticals and Biotechnology6.8% (3)
Petroleum Products5.3% (2)
Ferrous Metals3.8% (1)
Aerospace and Defense3.4% (1)
Non - Ferrous Metals2.9% (1)
Industrial Products2.6% (2)
Agricultural, Commercial and Constr1.9% (1)
Consumer Durables1.1% (1)
Chemicals and Petrochemicals1.0% (1)
Industrial Manufacturing0.6% (1)
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.