Fund overlap
Kotak Flexi Cap Fund vs Kotak Business Cycle 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
Kotak Business Cycle Fund
Kotak Business Cycle Fund - Direct Plan - Growth
Open Ended Schemes(Equity Scheme - Sectoral/ Thematic) · Kotak Mahindra Mutual Fund
Overlap
16.8%
- Shared holdings
- 15
- Holdings in A
- 58
- Holdings in B
- 53
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 15 shared holdings, ordered by the smaller of the two weights.
| Holding | Kotak Flexi Cap Fund | Kotak Business Cycle Fund |
|---|---|---|
| ICICI BANK LTD. | 5.48% | 7.69% |
| ETERNAL LIMITED | 4.22% | 4.05% |
| AXIS BANK LTD. | 3.35% | 3.67% |
| HDFC BANK LTD. | 5.27% | 2.62% |
| LENSKART SOLUTIONS LIMITED | 2.08% | 2.70% |
| Maruti Suzuki India Limited | 1.80% | 2.09% |
| Ultratech Cement Ltd. | 2.84% | 1.67% |
| Infosys Ltd. | 1.60% | 1.39% |
| Triparty Repo | 1.38% | 1.55% |
| RELIANCE INDUSTRIES LTD. | 2.24% | 1.23% |
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.