Fund overlap
SBI Large Cap Fund vs Kotak Large & Mid Cap Fund
Fund A
SBI Large Cap Fund
SBI Large Cap Fund - Direct Plan - IDCW
Open Ended Schemes(Equity Scheme - Large Cap Fund) · SBI 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
18.6%
- Shared holdings
- 18
- Holdings in A
- 58
- 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 | SBI Large Cap Fund | Kotak Large & Mid Cap Fund |
|---|---|---|
| HDFC Bank Ltd. | 8.19% | 4.52% |
| State Bank of India | 3.50% | 3.92% |
| ICICI Bank Ltd. | 8.29% | 3.03% |
| Axis Bank Ltd. | 3.22% | 2.41% |
| Larsen & Toubro Ltd. | 5.31% | 2.27% |
| Bharti Airtel Ltd. | 2.15% | 2.18% |
| Sun Pharmaceutical Industries Ltd. | 1.90% | 1.90% |
| Eternal Ltd. | 1.77% | 3.77% |
| Tech Mahindra Ltd. | 1.89% | 1.59% |
| Reliance Industries Ltd. | 3.51% | 1.40% |
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.