Kotak Technology Fund vs TATA NIFTY INDIA DIGITAL EXCHANGE TRADED FUND

Kotak vs Tata· Portfolio Overlap Analysis

53.6%High Overlap
15 common stocksRank #7437 / 20,000

Investor takeaway: At 53.6% 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 TATA NIFTY INDIA DIGITAL EXCHAOverlap
BHARTI AIRTEL LTD.
Telecom - Services
16.38%8.17%8.17%
Infosys Ltd.
IT - Software
19.94%7.18%7.18%
TATA CONSULTANCY SERVICES LTD.
IT - Software
6.63%7.36%6.63%
ETERNAL LIMITED
Retailing
5.78%8.00%5.78%
Tech Mahindra Ltd.
IT - Software
7.38%5.69%5.69%
HCL Technologies Ltd.
IT - Software
3.41%7.65%3.41%
Persistent Systems Limited
IT - Software
3.65%3.40%3.40%
SWIGGY LTD
Retailing
2.80%4.85%2.80%
Coforge Limited
IT - Software
1.81%2.62%1.81%
Mphasis Ltd
IT - Software
3.35%1.73%1.73%
FSN E-Commerce Ventures Ltd.
Retailing
1.64%4.36%1.64%
BHARTI HEXACOM LTD.
Telecom - Services
3.50%1.45%1.45%
Larsen & Toubro Infotech Ltd
IT - Software
1.45%2.73%1.45%
Wipro Ltd.
IT - Software
1.41%3.79%1.41%
Oracle Financial Services Software Ltd
IT - Software
1.54%1.09%1.09%

Unique to Kotak Technology

  • Indus Towers Ltd.3.22%

Unique to TATA NIFTY INDIA DIGITAL EXCHA

  • PB FINTECH LTD.6.08%
  • ONE 97 COMMUNICATIONS LTD.5.36%
  • INFO EDGE (INDIA) LTD.4.81%

Sector Overlap Breakdown

IT - Software
33.8% (10)
Retailing
10.2% (3)
Telecom - Services
9.6% (2)

More comparisons for Kotak Technology

More comparisons for TATA NIFTY INDIA DIGITAL EXCHA

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