Fund overlap
HDFC Focused Fund vs Kotak Focused Fund
Fund A
HDFC Focused Fund
HDFC Focused Fund - Direct Plan - IDCW Option
Open Ended Schemes(Equity Scheme - Focused Fund) · HDFC Mutual Fund
Fund B
Kotak Focused Fund
Kotak Focused Fund - Direct Plan - Growth option
Open Ended Schemes(Equity Scheme - Focused Fund) · Kotak Mahindra Mutual Fund
Overlap
18.4%
- Shared holdings
- 7
- Holdings in A
- 33
- Holdings in B
- 30
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
All 7 shared holdings, ordered by the smaller of the two weights.
| Holding | HDFC Focused Fund | Kotak Focused Fund |
|---|---|---|
| ICICI Bank Ltd. | 9.16% | 6.89% |
| HDFC Bank Ltd.£ | 7.83% | 5.73% |
| State Bank of India | 5.10% | 4.90% |
| Eternal Limited | 4.87% | 5.41% |
| Bharti Airtel Ltd. | 3.20% | 4.17% |
| InterGlobe Aviation Ltd. | 4.00% | 2.88% |
| Maruti Suzuki India Limited | 3.40% | 2.64% |
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.