Kotak Nifty 500 Momentum 50 Index Fund vs Samco Dynamic Asset Allocation Fund
Kotak vs Samco· Portfolio Overlap Analysis
23.0%Moderate Overlap
33 common stocks0
Investor takeaway: These funds share moderate overlap at 23.0%. Some duplication is normal, but you should still check whether the common sectors match the role you want each fund to play.
Common Holdings (33)
| Stock | Wt% in Kotak Nifty 500 Momentum 50 In | Wt% in Samco Dynamic Asset Allocation | Overlap |
|---|---|---|---|
Eicher Motors Ltd. Automobiles | 5.34% | 2.68% | 2.68% |
BAJAJ FINANCE LTD. Finance | 4.93% | 1.53% | 1.53% |
TVS Motor Company Ltd. Automobiles | 3.73% | 1.52% | 1.52% |
GE VERNOVA T&D INDIA LIMITED Electrical Equipment | 1.68% | 1.27% | 1.27% |
Max Financial Services Ltd Insurance | 1.84% | 1.23% | 1.23% |
ADITYA BIRLA CAPITAL LTD Finance | 1.60% | 1.18% | 1.18% |
AU SMALL FINANCE BANK LTD. Banks | 2.51% | 1.16% | 1.16% |
L&T FINANCE HOLDINGS LTD Finance | 1.88% | 0.87% | 0.87% |
CANARA BANK Banks | 2.21% | 0.85% | 0.85% |
BSE LTD Capital Markets | 3.20% | 0.71% | 0.71% |
Fortis Healthcare India Ltd Healthcare Services | 1.78% | 0.71% | 0.71% |
One 97 Communications Ltd Financial Technology (Fintech) | 1.74% | 0.70% | 0.70% |
MUTHOOT FINANCE LTD. Finance | 2.42% | 0.67% | 0.67% |
SHRIRAM FINANCE LIMITED Finance | 5.41% | 0.61% | 0.61% |
Force Motors Ltd. Automobiles | 0.59% | 0.69% | 0.59% |
HITACHI ENERGY INDIA LTD. Electrical Equipment | 0.99% | 0.58% | 0.58% |
MULTI COMMODITY EXCHANGE OF INDIA LIMITED Capital Markets | 2.75% | 0.55% | 0.55% |
Hindalco Industries Ltd. Non - Ferrous Metals | 4.56% | 0.54% | 0.54% |
KARUR VYSYA BANK LTD. Banks | 1.10% | 0.52% | 0.52% |
City Union Bank Ltd. Banks | 0.87% | 0.45% | 0.45% |
RBL BANK LTD. Banks | 1.03% | 0.44% | 0.44% |
Laurus Labs Ltd Pharmaceuticals and Biotechnology | 2.43% | 0.43% | 0.43% |
Glenmark Pharmaceuticals Ltd Pharmaceuticals and Biotechnology | 1.10% | 0.42% | 0.42% |
NAVIN FLUORINE INTERNATIONAL LTD. Chemicals and Petrochemicals | 1.02% | 0.40% | 0.40% |
Anand Rathi Wealth Ltd. Capital Markets | 0.58% | 0.39% | 0.39% |
INDIAN BANK Banks | 1.65% | 0.36% | 0.36% |
Manappuram Finance Ltd. Finance | 0.65% | 0.33% | 0.33% |
Asahi India Glass Ltd. Auto Components | 0.42% | 0.30% | 0.30% |
FSN E-Commerce Ventures Ltd. Retailing | 1.60% | 0.27% | 0.27% |
HBL ENGINEERING LTD. Industrial Products | 0.25% | 0.25% | 0.25% |
Radico Khaitan Ltd. Beverages | 0.65% | 0.20% | 0.20% |
Gujarat Mineral Development Corporation Ltd. Minerals and Mining | 0.17% | 0.41% | 0.17% |
Hero MotoCorp Ltd. Automobiles | 3.35% | 0.16% | 0.16% |
Unique to Kotak Nifty 500 Momentum 50 In
- Mahindra & Mahindra Ltd.4.64%
- Maruti Suzuki India Limited4.43%
- BHARTI AIRTEL LTD.4.42%
- Asian Paints(India) Ltd.4.03%
Unique to Samco Dynamic Asset Allocation
- Religare Enterprises Limited9.60%
- Adani Power Limited1.85%
- SBI Life Insurance Company Limited1.53%
- JSW Steel Limited1.49%
- Vedanta Limited1.26%
Sector Overlap Breakdown
Finance5.2% (6)
Automobiles5.0% (4)
Banks3.8% (6)
Electrical Equipment1.9% (2)
Capital Markets1.6% (3)
Insurance1.2% (1)
Pharmaceuticals and Biotechnology0.8% (2)
Healthcare Services0.7% (1)
Financial Technology (Fintech)0.7% (1)
Non - Ferrous Metals0.5% (1)
Chemicals and Petrochemicals0.4% (1)
Auto Components0.3% (1)
Retailing0.3% (1)
Industrial Products0.3% (1)
Beverages0.2% (1)
Minerals and Mining0.2% (1)
More comparisons for Kotak Nifty 500 Momentum 50 In
- vs Motilal Oswal Nifty 500 Moment99.6% · 50 stocks
- vs Motilal Oswal Nifty 500 Moment99.6% · 50 stocks
- vs Nippon India Nifty 500 Momentu99.6% · 50 stocks
- vs IB35-Groww Nifty 500 Momentum 99.6% · 50 stocks
- vs Axis Nifty500 Momentum 50 Inde99.5% · 50 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.