Fund overlap
Kotak Contra Fund vs Axis ELSS - Tax Saver Fund
Fund A
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
Fund B
Axis ELSS - Tax Saver Fund
Axis ELSS- Tax Saver Fund - Direct Plan - IDCW Option
Open Ended Schemes(Equity Schemes - ELSS- Tax Saver Fund) · Axis Mutual Fund
Overlap
21.4%
- Shared holdings
- 21
- Holdings in A
- 64
- Holdings in B
- 73
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 21 shared holdings, ordered by the smaller of the two weights.
| Holding | Kotak Contra Fund | Axis ELSS - Tax Saver Fund |
|---|---|---|
| ICICI BANK LTD. | 5.93% | 6.89% |
| HDFC BANK LTD. | 5.06% | 6.09% |
| Larsen and Toubro Ltd. | 2.50% | 2.70% |
| BHARTI AIRTEL LTD. | 2.42% | 4.45% |
| STATE BANK OF INDIA. | 3.24% | 2.32% |
| Ultratech Cement Ltd. | 1.85% | 2.36% |
| RELIANCE INDUSTRIES LTD. | 2.70% | 1.74% |
| Infosys Ltd. | 1.83% | 1.65% |
| SUN PHARMACEUTICAL INDUSTRIES LTD. | 1.70% | 1.61% |
| BAJAJ FINANCE LTD. | 1.49% | 3.35% |
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.