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.
| Holding | HDFC Large Cap Fund | Kotak Large & Mid Cap Fund |
|---|---|---|
| HDFC Bank Ltd.£ | 7.36% | 4.52% |
| ICICI Bank Ltd. | 9.79% | 3.03% |
| Eternal Limited | 2.60% | 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 India | 1.83% | 3.92% |
| Indusind Bank Ltd. | 1.49% | 1.47% |
| Reliance Industries Ltd. | 4.76% | 1.40% |
| Infosys Limited | 2.59% | 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.