Fund overlap
HDFC Flexi Cap Fund vs Kotak Business Cycle 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 Business Cycle Fund
Kotak Business Cycle Fund - Direct Plan - Growth
Open Ended Schemes(Equity Scheme - Sectoral/ Thematic) · Kotak Mahindra Mutual Fund
Overlap
17.7%
- Shared holdings
- 21
- Holdings in A
- 85
- Holdings in B
- 53
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 | HDFC Flexi Cap Fund | Kotak Business Cycle Fund |
|---|---|---|
| ICICI Bank Ltd. | 8.80% | 7.69% |
| Axis Bank Ltd. | 6.11% | 3.67% |
| Eternal Limited | 3.46% | 4.05% |
| HDFC Bank Ltd.£ | 6.03% | 2.62% |
| Maruti Suzuki India Limited | 2.57% | 2.09% |
| SBI Life Insurance Company Ltd. | 3.25% | 1.65% |
| Reliance Industries Ltd. | 1.40% | 1.23% |
| TVS Motor Company Ltd. | 0.96% | 1.15% |
| UltraTech Cement Limited | 0.87% | 1.67% |
| LENSKART SOLUTIONS LIMITED | 0.85% | 2.70% |
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.