Fund overlap
HDFC Mid Cap Fund vs Kotak Mid Cap Fund
Fund A
HDFC Mid Cap Fund
HDFC Mid Cap Fund - Direct Plan - IDCW Option
Open Ended Schemes(Equity Scheme - Mid Cap Fund) · HDFC Mutual Fund
Fund B
Kotak Mid Cap Fund
Kotak Mid Cap Fund - Direct Plan - IDCW - Payout & Re-investment of Income Distribution cum capital withdrawal option
Open Ended Schemes(Equity Schemes - Mid Cap Fund) · Kotak Mahindra Mutual Fund
Overlap
17.9%
- Shared holdings
- 24
- Holdings in A
- 80
- Holdings in B
- 73
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 24 shared holdings, ordered by the smaller of the two weights.
| Holding | HDFC Mid Cap Fund | Kotak Mid Cap Fund |
|---|---|---|
| Ipca Laboratories Ltd. | 3.43% | 3.57% |
| The Federal Bank Ltd. | 3.98% | 2.62% |
| Fortis Healthcare Limited | 2.40% | 3.49% |
| Vishal Mega Mart Limited | 2.24% | 3.04% |
| Indian Bank | 2.92% | 2.24% |
| Gland Pharma Ltd. | 1.73% | 1.60% |
| Persistent Systems Limited | 1.78% | 1.60% |
| MphasiS Limited. | 1.55% | 2.57% |
| Eternal Limited | 1.35% | 1.72% |
| Hindustan Petroleum Corp. Ltd. | 2.09% | 1.22% |
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.