Fund overlap
Kotak Flexi Cap Fund vs Aditya Birla Sun Life Flexi Cap Fund
Fund A
Kotak Flexi Cap Fund
Kotak Flexi Cap Fund - Regular Plan - Payout of Income Distribution cum capital withdrawal option- Direct
Open Ended Schemes(Equity Schemes - Flexi Cap Fund) · Kotak Mahindra Mutual Fund
Fund B
Aditya Birla Sun Life Flexi Cap Fund
Aditya Birla Sun Life Flexi Cap Fund - Direct Plan - GROWTH
Open Ended Schemes(Equity Scheme - Flexi Cap Fund) · Aditya Birla Sun Life Mutual Fund
Overlap
21.8%
- Shared holdings
- 22
- Holdings in A
- 58
- Holdings in B
- 82
Overlap measures how closely the two portfolios match, holding by holding and weight by weight, using each fund's latest disclosed holdings. 100% would mean the same holdings at the same weights.
Shared holdings
The 10 largest of 22 shared holdings, ordered by the smaller of the two weights.
| Holding | Kotak Flexi Cap Fund | Aditya Birla Sun Life Flexi Cap Fund |
|---|---|---|
| ICICI BANK LTD. | 5.48% | 5.60% |
| HDFC BANK LTD. | 5.27% | 3.91% |
| RELIANCE INDUSTRIES LTD. | 2.24% | 2.42% |
| STATE BANK OF INDIA. | 4.30% | 2.09% |
| BHARAT FORGE LTD. | 2.39% | 1.93% |
| LENSKART SOLUTIONS LIMITED | 2.08% | 1.90% |
| BHARTI AIRTEL LTD. | 2.88% | 1.70% |
| Jindal Steel & Power Ltd | 4.06% | 1.62% |
| Infosys Ltd. | 1.60% | 2.01% |
| AXIS BANK LTD. | 3.35% | 1.53% |
Data as of 30 Sept 2026
Method: weighted Jaccard
Weighted Jaccard adds up the smaller weight of every holding across both funds and divides by the sum of the larger weights.