Fund overlap
SBI FLEXICAP FUND vs Kotak Contra Fund
Fund A
SBI FLEXICAP FUND
SBI FLEXICAP FUND - Direct Plan - IDCW
Open Ended Schemes(Equity Scheme - Flexi Cap Fund) · SBI 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
17.5%
- Shared holdings
- 15
- Holdings in A
- 68
- 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 15 shared holdings, ordered by the smaller of the two weights.
| Holding | SBI FLEXICAP FUND | Kotak Contra Fund |
|---|---|---|
| ICICI Bank Ltd. | 6.90% | 5.93% |
| HDFC Bank Ltd. | 6.24% | 5.06% |
| Larsen & Toubro Ltd. | 3.32% | 2.50% |
| State Bank of India | 2.17% | 3.24% |
| Shriram Finance Ltd. | 2.00% | 2.53% |
| Bharti Airtel Ltd. | 1.94% | 2.42% |
| Sun Pharmaceutical Industries Ltd. | 2.10% | 1.70% |
| Bajaj Finance Ltd. | 2.50% | 1.49% |
| Axis Bank Ltd. | 1.84% | 1.48% |
| Indian Bank | 1.17% | 1.63% |
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.