Fund overlap
Kotak Flexi Cap Fund vs Axis 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
Axis Flexi Cap Fund
Axis Flexi Cap Fund - Direct Plan - Growth Option
Open Ended Schemes(Equity Schemes - Flexi Cap Fund) · Axis Mutual Fund
Overlap
20.1%
- Shared holdings
- 16
- Holdings in A
- 58
- Holdings in B
- 68
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 16 shared holdings, ordered by the smaller of the two weights.
| Holding | Kotak Flexi Cap Fund | Axis Flexi Cap Fund |
|---|---|---|
| ICICI BANK LTD. | 5.48% | 7.52% |
| ETERNAL LIMITED | 4.22% | 4.56% |
| Bharat Electronics Ltd. | 5.34% | 3.46% |
| AXIS BANK LTD. | 3.35% | 3.07% |
| STATE BANK OF INDIA. | 4.30% | 3.04% |
| Inter Globe Aviation Ltd | 2.53% | 2.39% |
| HDFC BANK LTD. | 5.27% | 2.23% |
| BHARTI AIRTEL LTD. | 2.88% | 2.14% |
| BAJAJ FINANCE LTD. | 1.99% | 4.08% |
| Infosys Ltd. | 1.60% | 1.54% |
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.