Kotak Technology Fund vs TATA DIGITAL INDIA FUND

Kotak vs Tata· Portfolio Overlap Analysis

58.4%High Overlap
18 common stocksRank #5691 / 20,000

Investor takeaway: At 58.4% 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)

StockWt% in Kotak TechnologyWt% in TATA DIGITAL INDIAOverlap
Infosys Ltd.
IT - Software
19.94%19.00%19.00%
Tech Mahindra Ltd.
IT - Software
7.38%8.38%7.38%
TATA CONSULTANCY SERVICES LTD.
IT - Software
6.63%13.36%6.63%
ETERNAL LIMITED
Retailing
5.78%4.83%4.83%
BHARTI AIRTEL LTD.
Telecom - Services
16.38%4.31%4.31%
HCL Technologies Ltd.
IT - Software
3.41%4.35%3.41%
Persistent Systems Limited
IT - Software
3.65%3.28%3.28%
SWIGGY LTD
Retailing
2.80%1.52%1.52%
Larsen & Toubro Infotech Ltd
IT - Software
1.45%1.47%1.45%
Wipro Ltd.
IT - Software
1.41%6.66%1.41%
Mphasis Ltd
IT - Software
3.35%1.17%1.17%
Birlasoft LImited
IT - Software
1.13%1.18%1.13%
FIRSTSOURCE SOLUTIONS LTD.
Commercial Services and Supplies
0.98%2.18%0.98%
ZENSAR TECHNOLGIES LTD.
IT - Software
0.56%0.91%0.56%
Coforge Limited
IT - Software
1.81%0.54%0.54%
DELHIVERY LTD
Transport Services
1.02%0.38%0.38%
Dixon Technologies India Ltd
Consumer Durables
1.92%0.33%0.33%
PHYSICSWALLAH LIMITED
Other Consumer Services
1.66%0.10%0.10%

Unique to Kotak Technology

  • BHARTI HEXACOM LTD.3.50%
  • Indus Towers Ltd.3.22%

Unique to TATA DIGITAL INDIA

  • PB FINTECH LTD.4.00%

Sector Overlap Breakdown

IT - Software
46.0% (11)
Retailing
6.3% (2)
Telecom - Services
4.3% (1)
Commercial Services and Supplies
1.0% (1)
Transport Services
0.4% (1)
Consumer Durables
0.3% (1)
Other Consumer Services
0.1% (1)

More comparisons for Kotak Technology

More comparisons for TATA DIGITAL INDIA

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