Fund overlap

HDFC Large Cap Fund vs Kotak Large & Mid Cap Fund

Fund A

HDFC Large Cap Fund

HDFC Large Cap Fund - Direct Plan - IDCW Option

Open Ended Schemes(Equity Scheme - Large Cap Fund) · HDFC 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

17.0%

Shared holdings
18
Holdings in A
48
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 18 shared holdings, ordered by the smaller of the two weights.

HoldingHDFC Large Cap FundKotak Large & Mid Cap Fund
HDFC Bank Ltd.£7.36%4.52%
ICICI Bank Ltd.9.79%3.03%
Eternal Limited2.60%3.77%
Axis Bank Ltd.3.52%2.41%
Bharti Airtel Ltd.6.46%2.18%
Larsen and Toubro Ltd.1.98%2.27%
State Bank of India1.83%3.92%
Indusind Bank Ltd.1.49%1.47%
Reliance Industries Ltd.4.76%1.40%
Infosys Limited2.59%1.30%

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.