Fund overlap
Nippon India Vision Large & Mid Cap Fund vs Kotak Contra Fund
Fund A
Nippon India Vision Large & Mid Cap Fund
Nippon India Vision Large & Mid Cap Fund - Direct Plan - Bonus Option
Open Ended Schemes(Equity Scheme - Large & Mid Cap Fund) · Nippon India Mutual Fund
Fund B
Kotak Contra Fund
Kotak Contra Fund - Direct Plan - IDCW - Payout & Re-investment of Income Distribution cum capital withdrawal option
Open Ended Schemes(Equity Scheme - Contra Fund) · Kotak Mahindra Mutual Fund
Overlap
18.1%
- Shared holdings
- 25
- Holdings in A
- 91
- Holdings in B
- 64
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 25 shared holdings, ordered by the smaller of the two weights.
| Holding | Nippon India Vision Large & Mid Cap Fund | Kotak Contra Fund |
|---|---|---|
| ICICI Bank Limited | 4.72% | 5.93% |
| State Bank of India | 4.22% | 3.24% |
| HDFC Bank Limited | 2.87% | 5.06% |
| Reliance Industries Limited | 2.08% | 2.70% |
| Triparty Repo | 3.99% | 1.51% |
| Axis Bank Limited | 2.98% | 1.48% |
| Piramal Finance Limited | 1.38% | 1.44% |
| Fortis Healthcare Limited | 1.37% | 1.98% |
| IndusInd Bank Limited | 1.22% | 1.43% |
| Mphasis Limited | 1.16% | 2.00% |
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.