Fund overlap
Nippon India Vision Large & Mid Cap Fund vs Kotak Large & Mid Cap 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 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
22.2%
- Shared holdings
- 27
- Holdings in A
- 91
- 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 27 shared holdings, ordered by the smaller of the two weights.
| Holding | Nippon India Vision Large & Mid Cap Fund | Kotak Large & Mid Cap Fund |
|---|---|---|
| State Bank of India | 4.22% | 3.92% |
| Eternal Limited | 3.89% | 3.77% |
| ICICI Bank Limited | 4.72% | 3.03% |
| HDFC Bank Limited | 2.87% | 4.52% |
| Triparty Repo | 3.99% | 2.50% |
| Axis Bank Limited | 2.98% | 2.41% |
| Reliance Industries Limited | 2.08% | 1.40% |
| Piramal Finance Limited | 1.38% | 1.57% |
| Dixon Technologies (India) Limited | 2.21% | 1.28% |
| IndusInd Bank Limited | 1.22% | 1.47% |
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.