Fund overlap
Aditya Birla Sun Life Focused Fund vs Kotak Contra Fund
Fund A
Aditya Birla Sun Life Focused Fund
Aditya Birla Sun Life Focused Fund - Direct Plan - IDCW
Open Ended Schemes(Equity Scheme - Focused Fund) · Aditya Birla Sun Life 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
21.9%
- Shared holdings
- 14
- Holdings in A
- 31
- 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 14 shared holdings, ordered by the smaller of the two weights.
| Holding | Aditya Birla Sun Life Focused Fund | Kotak Contra Fund |
|---|---|---|
| ICICI Bank Ltd. | 5.71% | 5.93% |
| HDFC Bank Ltd. | 5.21% | 5.06% |
| State Bank of India | 3.63% | 3.24% |
| Reliance Industries Ltd. | 5.69% | 2.70% |
| Shriram Finance Ltd. | 3.76% | 2.53% |
| Larsen & Toubro Ltd. | 3.07% | 2.50% |
| NTPC Ltd. | 3.10% | 2.46% |
| Bharti Airtel Ltd. | 3.39% | 2.42% |
| Tech Mahindra Ltd. | 3.28% | 2.10% |
| Infosys Ltd. | 2.73% | 1.83% |
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.