Fund overlap
Kotak Flexi Cap Fund vs DSP Equity Savings 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
DSP Equity Savings Fund
DSP Equity Savings Fund - Direct Plan - Growth
Open Ended Schemes(Hybrid Scheme - Equity Savings) · DSP Mutual Fund
Overlap
17.0%
- Shared holdings
- 20
- Holdings in A
- 58
- Holdings in B
- 86
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 20 shared holdings, ordered by the smaller of the two weights.
| Holding | Kotak Flexi Cap Fund | DSP Equity Savings Fund |
|---|---|---|
| HDFC BANK LTD. | 5.27% | 7.25% |
| AXIS BANK LTD. | 3.35% | 4.69% |
| ICICI BANK LTD. | 5.48% | 2.34% |
| RELIANCE INDUSTRIES LTD. | 2.24% | 3.10% |
| BHARTI AIRTEL LTD. | 2.88% | 2.04% |
| Larsen and Toubro Ltd. | 3.54% | 1.78% |
| SUN PHARMACEUTICAL INDUSTRIES LTD. | 2.14% | 1.75% |
| KOTAK MAHINDRA BANK LTD. | 1.45% | 3.68% |
| NTPC LTD | 1.28% | 2.46% |
| Petronet LNG Ltd. | 1.39% | 1.04% |
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.