Fund overlap
DSP Large & Mid Cap Fund vs Kotak Contra Fund
Fund A
DSP Large & Mid Cap Fund
DSP Large & Mid Cap Fund - Direct Plan - Growth
Open Ended Schemes(Equity Scheme - Large & Mid Cap Fund) · DSP 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
22.7%
- Shared holdings
- 23
- Holdings in A
- 71
- 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 23 shared holdings, ordered by the smaller of the two weights.
| Holding | DSP Large & Mid Cap Fund | Kotak Contra Fund |
|---|---|---|
| ICICI Bank Limited | 8.44% | 5.93% |
| HDFC Bank Limited | 7.81% | 5.06% |
| State Bank of India | 3.18% | 3.24% |
| Bharti Airtel Limited | 2.13% | 2.42% |
| Indus Towers Limited | 1.74% | 1.70% |
| IPCA Laboratories Limited | 1.60% | 1.68% |
| Fortis Healthcare Limited | 1.59% | 1.98% |
| Axis Bank Limited | 5.88% | 1.48% |
| Schaeffler India Limited | 1.44% | 1.42% |
| NTPC Limited | 1.37% | 2.46% |
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.