Fund overlap
Aditya Birla Sun Life Large Cap Fund vs Kotak Large & Mid Cap Fund
Fund A
Aditya Birla Sun Life Large Cap Fund
Aditya Birla Sun Life Large Cap Fund - Direct Plan - GROWTH
Open Ended Schemes(Equity Scheme - Large Cap Fund) · Aditya Birla Sun Life 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
21.1%
- Shared holdings
- 23
- Holdings in A
- 75
- 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 23 shared holdings, ordered by the smaller of the two weights.
| Holding | Aditya Birla Sun Life Large Cap Fund | Kotak Large & Mid Cap Fund |
|---|---|---|
| HDFC Bank Ltd. | 7.32% | 4.52% |
| State Bank of India | 3.40% | 3.92% |
| ICICI Bank Ltd. | 7.74% | 3.03% |
| Eternal Ltd. | 2.81% | 3.77% |
| Axis Bank Ltd. | 2.94% | 2.41% |
| Larsen & Toubro Ltd. | 3.13% | 2.27% |
| Bharti Airtel Ltd. | 3.15% | 2.18% |
| Shriram Finance Ltd. | 1.64% | 1.77% |
| Reliance Industries Ltd. | 4.84% | 1.40% |
| Jindal Steel Ltd. | 1.32% | 1.93% |
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.