Fund overlap
Nippon India Large Cap Fund vs Kotak Large & Mid Cap Fund
Fund A
Nippon India Large Cap Fund
Nippon India Large Cap Fund - Direct Plan - Growth Option
Open Ended Schemes(Equity Scheme - Large Cap Fund) · Nippon India Mutual Fund
Fund B
Kotak Large & Mid Cap Fund
Kotak Large & Mid Cap Fund - Direct Plan - IDCW
Open Ended Schemes(Equity Schemes - Large & Mid Cap Fund) · Kotak Mahindra Mutual Fund
Overlap
18.8%
- Shared holdings
- 21
- Holdings in A
- 70
- Holdings in B
- 70
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 21 shared holdings, ordered by the smaller of the two weights.
| Holding | Nippon India Large Cap Fund | Kotak Large & Mid Cap Fund |
|---|---|---|
| HDFC Bank Limited | 9.61% | 4.52% |
| ICICI Bank Limited | 6.09% | 3.03% |
| State Bank of India | 2.82% | 3.92% |
| Axis Bank Limited | 5.26% | 2.41% |
| Larsen & Toubro Limited | 3.63% | 2.27% |
| Bajaj Finance Limited | 3.09% | 2.12% |
| Sun Pharmaceutical Industries Limited | 2.18% | 1.90% |
| Eternal Limited | 1.88% | 3.77% |
| Reliance Industries Limited | 3.92% | 1.40% |
| Infosys Limited | 3.36% | 1.30% |
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.