Kotak Nifty IT ETF vs quant Teck Fund

Kotak vs Quant· Portfolio Overlap Analysis

6.6%Low Overlap
2 common stocks0

Investor takeaway: At just 6.6% overlap, these funds complement each other fairly well. Holding both gives you materially better diversification than most same-category pairings.

Common Holdings (2)

StockWt% in Kotak Nifty IT ETFWt% in quant TeckOverlap
Wipro Ltd.
IT - Software
6.71%4.68%4.68%
Oracle Financial Services Software Ltd
IT - Software
1.92%6.01%1.92%

Unique to Kotak Nifty IT ETF

  • Infosys Ltd.28.90%
  • TATA CONSULTANCY SERVICES LTD.21.88%
  • HCL Technologies Ltd.11.90%
  • Tech Mahindra Ltd.10.08%
  • Persistent Systems Limited6.03%
  • Larsen & Toubro Infotech Ltd4.85%
  • Coforge Limited4.64%
  • Mphasis Ltd3.06%

Unique to quant Teck

  • Black Box Limited12.25%
  • ICICI Prudential AMC Ltd9.56%
  • Intellect Design Arena Limited9.22%
  • Adani Enterprises Limited7.87%
  • Newgen Software Technologies Limited7.36%
  • Digitide Solutions Limited7.24%
  • Tata Elxsi Limited4.36%
  • KPIT Technologies Limited4.20%

Sector Overlap Breakdown

IT - Software
6.6% (2)

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  • vs HDFC NIFTY IT ETF100.0% · 10 stocks
  • vs ICICI Prudential Nifty IT ETF100.0% · 10 stocks

Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.