Fund overlap
SBI FLEXICAP FUND vs Kotak Large & Mid Cap 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 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
16.9%
- Shared holdings
- 19
- Holdings in A
- 68
- 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 19 shared holdings, ordered by the smaller of the two weights.
| Holding | SBI FLEXICAP FUND | Kotak Large & Mid Cap Fund |
|---|---|---|
| HDFC Bank Ltd. | 6.24% | 4.52% |
| ICICI Bank Ltd. | 6.90% | 3.03% |
| Larsen & Toubro Ltd. | 3.32% | 2.27% |
| State Bank of India | 2.17% | 3.92% |
| Bajaj Finance Ltd. | 2.50% | 2.12% |
| Bharti Airtel Ltd. | 1.94% | 2.18% |
| Sun Pharmaceutical Industries Ltd. | 2.10% | 1.90% |
| Axis Bank Ltd. | 1.84% | 2.41% |
| Shriram Finance Ltd. | 2.00% | 1.77% |
| Biocon Ltd. | 1.17% | 1.57% |
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.