Fund overlap
DSP Large & Mid Cap Fund vs Kotak Large & Mid Cap 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 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
23.2%
- Shared holdings
- 27
- Holdings in A
- 71
- 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 27 shared holdings, ordered by the smaller of the two weights.
| Holding | DSP Large & Mid Cap Fund | Kotak Large & Mid Cap Fund |
|---|---|---|
| HDFC Bank Limited | 7.81% | 4.52% |
| State Bank of India | 3.18% | 3.92% |
| ICICI Bank Limited | 8.44% | 3.03% |
| Axis Bank Limited | 5.88% | 2.41% |
| Bharti Airtel Limited | 2.13% | 2.18% |
| Coromandel International Limited | 1.86% | 1.84% |
| IPCA Laboratories Limited | 1.60% | 1.59% |
| Hindustan Petroleum Corporation Limited | 1.52% | 1.60% |
| SRF Limited | 1.51% | 1.41% |
| Bharat Forge Limited | 1.30% | 2.14% |
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.