Fund overlap
SBI ESG Exclusionary Strategy Fund vs Kotak Focused Fund
Fund A
SBI ESG Exclusionary Strategy Fund
SBI ESG Exclusionary Strategy Fund - Direct Plan - IDCW
Open Ended Schemes(Equity Scheme - Sectoral/ Thematic) · SBI Mutual Fund
Fund B
Kotak Focused Fund
Kotak Focused Fund - Direct Plan - Growth option
Open Ended Schemes(Equity Scheme - Focused Fund) · Kotak Mahindra Mutual Fund
Overlap
16.9%
- Shared holdings
- 8
- Holdings in A
- 46
- Holdings in B
- 30
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
All 8 shared holdings, ordered by the smaller of the two weights.
| Holding | SBI ESG Exclusionary Strategy Fund | Kotak Focused Fund |
|---|---|---|
| ICICI Bank Ltd. | 8.50% | 6.89% |
| HDFC Bank Ltd. | 7.66% | 5.73% |
| State Bank of India | 3.85% | 4.90% |
| Maruti Suzuki India Ltd. | 3.70% | 2.64% |
| Ultratech Cement Ltd. | 2.79% | 2.60% |
| Tech Mahindra Ltd. | 3.23% | 2.53% |
| Divi's Laboratories Ltd. | 2.42% | 3.86% |
| Larsen & Toubro Ltd. | 4.19% | 2.36% |
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.