Kotak Technology Fund vs SBI Technology Opportunities Fund

Kotak vs SBI· Portfolio Overlap Analysis

55.0%High Overlap
15 common stocksRank #6928 / 20,000

Investor takeaway: At 55.0% 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 (15)

StockWt% in Kotak TechnologyWt% in SBI Technology OpportunitiesOverlap
Infosys Ltd.
IT - Software
19.94%13.37%13.37%
BHARTI AIRTEL LTD.
Telecom - Services
16.38%8.80%8.80%
TATA CONSULTANCY SERVICES LTD.
IT - Software
6.63%6.30%6.30%
ETERNAL LIMITED
Retailing
5.78%6.11%5.78%
COGNIZANT TECHNOLOGY SOLUTIONS
IT - Software
2.81%4.53%2.81%
SWIGGY LTD
Retailing
2.80%3.53%2.80%
HCL Technologies Ltd.
IT - Software
3.41%2.60%2.60%
Persistent Systems Limited
IT - Software
3.65%2.44%2.44%
Tech Mahindra Ltd.
IT - Software
7.38%2.22%2.22%
Coforge Limited
IT - Software
1.81%3.33%1.81%
FSN E-Commerce Ventures Ltd.
Retailing
1.64%1.86%1.64%
Larsen & Toubro Infotech Ltd
IT - Software
1.45%5.22%1.45%
DELHIVERY LTD
Transport Services
1.02%2.94%1.02%
FIRSTSOURCE SOLUTIONS LTD.
Commercial Services and Supplies
0.98%3.74%0.98%
CAPILLARY TECHNOLOGIES
IT - Software
0.93%0.96%0.93%

Unique to Kotak Technology

  • BHARTI HEXACOM LTD.3.50%
  • Mphasis Ltd3.35%
  • Indus Towers Ltd.3.22%

Unique to SBI Technology Opportunities

  • BlackBuck Ltd.4.09%
  • Alphabet Inc.3.72%

Sector Overlap Breakdown

IT - Software
33.9% (9)
Retailing
10.2% (3)
Telecom - Services
8.8% (1)
Transport Services
1.0% (1)
Commercial Services and Supplies
1.0% (1)

More comparisons for Kotak Technology

More comparisons for SBI Technology Opportunities

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