Kotak Nifty Midcap 150 Index Fund vs SBI Nifty Midcap 150 Index Fund

Portfolio Overlap Analysis · Kotak vs SBI

99.8%

High Overlap

150 common stocks · Rank #295 of 95,528 pairs

Fund A

Kotak Nifty Midcap 150 Index Fund

Kotak · Mid Cap

Fund B

SBI Nifty Midcap 150 Index Fund

SBI · Mid Cap

Common Holdings (150)

Stock	Wt% in Kotak Nifty Midcap 150 Index	Wt% in SBI Nifty Midcap 150 Index	Overlap
BSE LTD Capital Markets	2.92%	2.92%	2.92%
Hero MotoCorp Ltd. Automobiles	1.96%	1.95%	1.95%
FEDERAL BANK LTD. Banks	1.95%	1.95%	1.95%
Cummins India Ltd. Industrial Products	1.75%	1.75%	1.75%
INDUSIND BANK LTD. Banks	1.66%	1.66%	1.66%
Ashok Leyland Ltd. Agricultural, Commercial and Constr	1.59%	1.59%	1.59%
Indus Towers Ltd. Telecom - Services	1.55%	1.55%	1.55%
Lupin Ltd. Pharmaceuticals and Biotechnology	1.47%	1.47%	1.47%
HDFC ASSET MANAGEMENT COMPANY LTD. Capital Markets	1.45%	1.45%	1.45%
AU SMALL FINANCE BANK LTD. Banks	1.43%	1.43%	1.43%
Suzlon Energy Ltd. Electrical Equipment	1.37%	1.37%	1.37%
Persistent Systems Limited IT - Software	1.36%	1.36%	1.36%
BHARAT FORGE LTD. Auto Components	1.34%	1.34%	1.34%
PB Fintech Ltd. Financial Technology (Fintech)	1.33%	1.33%	1.33%
Fortis Healthcare India Ltd Healthcare Services	1.30%	1.30%	1.30%
IDFC FIRST BANK LIMITED Banks	1.28%	1.28%	1.28%
Max Financial Services Ltd Insurance	1.26%	1.26%	1.26%
GE VERNOVA T&D INDIA LIMITED Electrical Equipment	1.26%	1.26%	1.26%
polycab India Limited Industrial Products	1.20%	1.20%	1.20%
One 97 Communications Ltd Financial Technology (Fintech)	1.18%	1.18%	1.18%
Dixon Technologies India Ltd Consumer Durables	1.14%	1.14%	1.14%
HINDUSTAN PETROLEUM CORPORATION LTD. Petroleum Products	1.11%	1.11%	1.11%
MARICO LTD. Agricultural Food and other Product	1.10%	1.10%	1.10%
APL Apollo Tubes Ltd Industrial Products	1.07%	1.07%	1.07%
SWIGGY LTD Retailing	1.06%	1.06%	1.06%
Coforge Limited IT - Software	1.05%	1.05%	1.05%
UNION BANK OF INDIA Banks	1.03%	1.03%	1.03%
Bharat Heavy Electricals Ltd. Electrical Equipment	1.02%	1.02%	1.02%
SUNDARAM FINANCE LTD. Finance	1.00%	1.00%	1.00%
SRF LTD. Chemicals and Petrochemicals	0.98%	0.98%	0.98%
YES Bank Ltd. Banks	0.96%	0.96%	0.96%
FSN E-Commerce Ventures Ltd. Retailing	0.96%	0.96%	0.96%
MUTHOOT FINANCE LTD. Finance	0.95%	0.95%	0.95%
GMR AIRPORTS LIMITED Transport Infrastructure	0.95%	0.95%	0.95%
UPL Ltd Fertilizers and Agrochemicals	0.94%	0.94%	0.94%
Voltas Ltd. Consumer Durables	0.94%	0.94%	0.94%
INDIAN BANK Banks	0.92%	0.92%	0.92%
Aurobindo Pharma Ltd. Pharmaceuticals and Biotechnology	0.90%	0.90%	0.90%
Alkem Laboratories Ltd. Pharmaceuticals and Biotechnology	0.87%	0.87%	0.87%
HITACHI ENERGY INDIA LTD. Electrical Equipment	0.85%	0.86%	0.85%
Glenmark Pharmaceuticals Ltd Pharmaceuticals and Biotechnology	0.85%	0.85%	0.85%
National Aluminium Company Ltd. Non - Ferrous Metals	0.84%	0.84%	0.84%
KEI Industries Ltd. Industrial Products	0.83%	0.83%	0.83%
PHOENIX MILLS LTD. Realty	0.82%	0.82%	0.82%
Dabur India Ltd. Personal Products	0.81%	0.81%	0.81%
Torrent Power Ltd Power	0.79%	0.79%	0.79%
Colgate- Palmolive (India) Ltd. Personal Products	0.78%	0.78%	0.78%
Tube Investments Of India Ltd. Auto Components	0.78%	0.78%	0.78%
Vodafone Idea Ltd Telecom - Services	0.77%	0.77%	0.77%
MRF Ltd. Auto Components	0.79%	0.76%	0.76%
NMDC Ltd. Minerals and Mining	0.75%	0.75%	0.75%
360 ONE WAM LIMITED Capital Markets	0.74%	0.74%	0.74%
BIOCON LTD. Pharmaceuticals and Biotechnology	0.73%	0.73%	0.73%
ADITYA BIRLA CAPITAL LTD Finance	0.70%	0.70%	0.70%
Oil India Limited Oil	0.70%	0.70%	0.70%
Coromandel International Limited Fertilizers and Agrochemicals	0.69%	0.69%	0.69%
Mphasis Ltd IT - Software	0.69%	0.69%	0.69%
WAAREE ENERGIES LIMITED Electrical Equipment	0.69%	0.68%	0.68%
GODREJ PROPERTIES LIMITED Realty	0.68%	0.68%	0.68%
ICICI Prudential Life Insurance Co. Ltd. Insurance	0.68%	0.68%	0.68%
Supreme Industries Limited Industrial Products	0.68%	0.68%	0.68%
MANKIND PHARMA LTD Pharmaceuticals and Biotechnology	0.67%	0.67%	0.67%
P I Industries Ltd Fertilizers and Agrochemicals	0.67%	0.67%	0.67%
BLUE STAR LTD. Consumer Durables	0.67%	0.66%	0.66%
VISHAL MEGA MART LIMITED Retailing	0.66%	0.66%	0.66%
JINDAL STAINLESS LTD Ferrous Metals	0.65%	0.65%	0.65%
Mahindra & Mahindra Financial Services Ltd. Finance	0.65%	0.65%	0.65%
Petronet LNG Ltd. Gas	0.64%	0.64%	0.64%
Steel Authority of India Ltd. Ferrous Metals	0.63%	0.63%	0.63%
Sona BLW Precision Forgings Ltd Auto Components	0.63%	0.63%	0.63%
NHPC Ltd. Power	0.63%	0.63%	0.63%
JK Cement Ltd. Cement and Cement Products	0.62%	0.62%	0.62%
Prestige Estates Projects Limited Realty	0.62%	0.62%	0.62%
L&T FINANCE HOLDINGS LTD Finance	0.61%	0.61%	0.61%
SBI CARDS & PAYMENT SERVICES PVT. LTD. Finance	0.61%	0.61%	0.61%
Minda Industries Ltd. Auto Components	0.57%	0.57%	0.57%
BANK OF INDIA Banks	0.56%	0.56%	0.56%
IPCA Laboratories Ltd. Pharmaceuticals and Biotechnology	0.56%	0.56%	0.56%
ASTRAL LTD. Industrial Products	0.54%	0.54%	0.54%
Jubilant Foodworks Limited Leisure Services	0.54%	0.54%	0.54%
Page Industries Ltd Textiles and Apparels	0.54%	0.53%	0.53%
Balkrishna Industries Ltd Auto Components	0.50%	0.50%	0.50%
Apar Industries Ltd. Electrical Equipment	0.50%	0.50%	0.50%
TATA COMMUNICATIONS LTD Telecom - Services	0.50%	0.49%	0.49%
Rail Vikas Nigam Limited Construction	0.47%	0.47%	0.47%
Oberoi Realty Limited Realty	0.47%	0.47%	0.47%
Schaeffler India Ltd Auto Components	0.46%	0.46%	0.46%
Ruchi Soya Industries Ltd. Agricultural Food and other Product	0.46%	0.46%	0.46%
Indian Railway Catering And Tourism Corporation Lt Leisure Services	0.45%	0.45%	0.45%
Container Corporation of India Ltd. Transport Services	0.45%	0.45%	0.45%
Nippon Life Asset Management Ltd Capital Markets	0.44%	0.44%	0.44%
Oracle Financial Services Software Ltd IT - Software	0.43%	0.44%	0.43%
ITC HOTELS LIMITED Leisure Services	0.43%	0.43%	0.43%
LIC HOUSING FINANCE LTD. Finance	0.43%	0.43%	0.43%
LLOYDS METALS AND ENERGY LTD. Minerals and Mining	0.42%	0.42%	0.42%
Dalmia Bharat Limited Cement and Cement Products	0.42%	0.42%	0.42%
KALYAN JEWELLERS INDIA LTD. Consumer Durables	0.42%	0.42%	0.42%
Tata Elxsi Ltd. IT - Software	0.41%	0.41%	0.41%
BANK OF MAHARASHTRA Banks	0.40%	0.40%	0.40%
Exide Industries Ltd. Auto Components	0.40%	0.40%	0.40%
AIA Engineering Limited Industrial Products	0.40%	0.39%	0.39%
Gujarat Fluorochemicals Ltd. Chemicals and Petrochemicals	0.39%	0.39%	0.39%
Apollo Tyres Ltd. Auto Components	0.39%	0.39%	0.39%
Linde India Ltd. Chemicals and Petrochemicals	0.37%	0.37%	0.37%
Adani Total Gas Ltd. Gas	0.37%	0.37%	0.37%
Abbott India Ltd. Pharmaceuticals and Biotechnology	0.37%	0.36%	0.36%
Berger Paints India Ltd. Consumer Durables	0.34%	0.34%	0.34%
KPIT Technologies Ltd. IT - Software	0.33%	0.33%	0.33%
COCHIN SHIPYARD LTD Industrial Manufacturing	0.33%	0.33%	0.33%
Ajanta Pharma Ltd. Pharmaceuticals and Biotechnology	0.33%	0.33%	0.33%
BHARTI HEXACOM LTD. Telecom - Services	0.32%	0.32%	0.32%
Thermax Ltd. Electrical Equipment	0.32%	0.32%	0.32%
Indraprastha Gas Ltd. Gas	0.32%	0.32%	0.32%
General Insurance Corporation of India Insurance	0.31%	0.31%	0.31%
Escorts Ltd. Agricultural, Commercial and Constr	0.31%	0.31%	0.31%
BHARAT DYNAMICS LTD. Aerospace and Defense	0.31%	0.31%	0.31%
United Breweries Ltd. Beverages	0.31%	0.31%	0.31%
MOTILAL OSWAL FINANCIAL SERVICES LIMITED Capital Markets	0.30%	0.30%	0.30%
Deepak Nitrite Ltd. Chemicals and Petrochemicals	0.29%	0.29%	0.29%
Procter & Gamble Hygiene and Health Care Ltd Personal Products	0.28%	0.28%	0.28%
CRISIL Ltd. Finance	0.28%	0.28%	0.28%
Glaxosmithkline Pharma Ltd Pharmaceuticals and Biotechnology	0.28%	0.28%	0.28%
Birla 3M Ltd. Diversified	0.28%	0.28%	0.28%
K.P.R. Mill Ltd. Textiles and Apparels	0.27%	0.27%	0.27%
TATA TECHNOLOGIES LTD IT - Services	0.26%	0.26%	0.26%
ACC Ltd. Cement and Cement Products	0.26%	0.26%	0.26%
INDIAN RENEWABLE ENERGY DEVELOPMENT AGENCY LTD. Finance	0.26%	0.26%	0.26%
L&T Technology Services Ltd IT - Services	0.26%	0.26%	0.26%
Global Health Ltd. Healthcare Services	0.25%	0.25%	0.25%
HOUSING & URBAN DEVELOPMENT CORPORATION LTD. Finance	0.25%	0.25%	0.25%
Endurance Technologies Ltd Auto Components	0.25%	0.25%	0.25%
ADANI WILMAR LTD. Agricultural Food and other Product	0.23%	0.23%	0.23%
Godfrey Phillips India Ltd. Cigarettes and Tobacco Products	0.23%	0.23%	0.23%
TATA INVESTMENT CORPORATION LTD. Finance	0.23%	0.23%	0.23%
NLC India Ltd. (Neyveli Lignite Corporation Ltd.) Power	0.22%	0.22%	0.22%
PREMIER ENERGIES LIMITED Electrical Equipment	0.22%	0.22%	0.22%
NTPC GREEN ENERGY LIMITED Power	0.22%	0.22%	0.22%
IRB INFRASTRUCTURE DEVELOPERS LTD Construction	0.22%	0.22%	0.22%
JSW INFRASTRUCTURE LIMITED Transport Infrastructure	0.22%	0.22%	0.22%
Syngene International Limited Healthcare Services	0.21%	0.21%	0.21%
HEXAWARE TECHNOLOGIES LTD. IT - Software	0.19%	0.19%	0.19%
GUJARAT GAS LTD Gas	0.19%	0.19%	0.19%
Honeywell Automation India Ltd. Industrial Manufacturing	0.19%	0.18%	0.18%
IDBI BANK LTD. Banks	0.17%	0.17%	0.17%
INDIAN OVERSEAS BANK Banks	0.14%	0.14%	0.14%
SJVN Limited Power	0.14%	0.14%	0.14%
FERTILISERS AND CHEMICALS TRAVANCORE LTD. Fertilizers and Agrochemicals	0.12%	0.12%	0.12%
GODREJ INDUSTRIES LTD Diversified	0.11%	0.11%	0.11%
The New India Assurance Company Ltd Insurance	0.09%	0.09%	0.09%
UCO BANK Banks	0.09%	0.09%	0.09%

Unique to Kotak Nifty Midcap 150 Index

All top holdings are shared with the other fund.

Unique to SBI Nifty Midcap 150 Index

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks

10.6% (12)

Pharmaceuticals and Biotechnology

7.0% (10)

Industrial Products

6.5% (7)

Electrical Equipment

6.2% (8)

Auto Components

6.1% (10)

Finance

6.0% (11)

Capital Markets

5.8% (5)

IT - Software

4.5% (7)

Consumer Durables

3.5% (5)

Telecom - Services

3.1% (4)

Retailing

2.7% (3)

Realty

2.6% (4)

Financial Technology (Fintech)

2.5% (2)

Fertilizers and Agrochemicals

2.4% (4)

Insurance

2.3% (4)

Chemicals and Petrochemicals

2.0% (4)

Power

2.0% (5)

Automobiles

1.9% (1)

Agricultural, Commercial and Constr

1.9% (2)

Personal Products

1.9% (3)

Agricultural Food and other Product

1.8% (3)

Healthcare Services

1.8% (3)

Gas

1.5% (4)

Leisure Services

1.4% (3)

Cement and Cement Products

1.3% (3)

Ferrous Metals

1.3% (2)

Transport Infrastructure

1.2% (2)

Minerals and Mining

1.2% (2)

Petroleum Products

1.1% (1)

Non - Ferrous Metals

0.8% (1)

Textiles and Apparels

0.8% (2)

Oil

0.7% (1)

Construction

0.7% (2)

IT - Services

0.5% (2)

Industrial Manufacturing

0.5% (2)

Transport Services

0.5% (1)

Diversified

0.4% (2)

Aerospace and Defense

0.3% (1)

Beverages

0.3% (1)

Cigarettes and Tobacco Products

0.2% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for Kotak Nifty Midcap 150 Index

vs HDFC NIFTY MIDCAP 150 ETF99.9% · 150 stocks
vs Motilal Oswal Nifty Midcap 15099.9% · 150 stocks
vs Mirae Asset Nifty Midcap 150 E99.9% · 150 stocks
vs HDFC NIFTY MIDCAP 150 INDEX99.8% · 150 stocks
vs Kotak Nifty Midcap 150 ETF99.7% · 150 stocks

More comparisons for SBI Nifty Midcap 150 Index

vs HDFC NIFTY MIDCAP 150 ETF99.9% · 150 stocks
vs Motilal Oswal Nifty Midcap 15099.9% · 150 stocks
vs Mirae Asset Nifty Midcap 150 E99.8% · 150 stocks
vs HDFC NIFTY MIDCAP 150 INDEX99.8% · 150 stocks
vs Kotak Nifty Midcap 150 ETF99.7% · 150 stocks

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