Fund overlap
HDFC Flexi Cap Fund vs Kotak Contra Fund
Fund A
HDFC Flexi Cap Fund
HDFC Flexi Cap Fund - Direct Plan - IDCW Option
Open Ended Schemes(Equity Scheme - Flexi Cap Fund) · HDFC 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
18.4%
- Shared holdings
- 22
- Holdings in A
- 85
- 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 22 shared holdings, ordered by the smaller of the two weights.
| Holding | HDFC Flexi Cap Fund | Kotak Contra Fund |
|---|---|---|
| ICICI Bank Ltd. | 8.80% | 5.93% |
| HDFC Bank Ltd.£ | 6.03% | 5.06% |
| State Bank of India | 3.94% | 3.24% |
| Larsen and Toubro Ltd. | 3.08% | 2.50% |
| Bharti Airtel Ltd. | 2.62% | 2.42% |
| Maruti Suzuki India Limited | 2.57% | 1.96% |
| Axis Bank Ltd. | 6.11% | 1.48% |
| Reliance Industries Ltd. | 1.40% | 2.70% |
| InterGlobe Aviation Ltd. | 2.99% | 1.32% |
| Tata Steel Ltd. | 0.88% | 1.10% |
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.