Fund overlap
Kotak Contra Fund vs Aditya Birla Sun Life Flexi Cap 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
Aditya Birla Sun Life Flexi Cap Fund
Aditya Birla Sun Life Flexi Cap Fund - Direct Plan - GROWTH
Open Ended Schemes(Equity Scheme - Flexi Cap Fund) · Aditya Birla Sun Life Mutual Fund
Overlap
20.2%
- Shared holdings
- 22
- Holdings in A
- 64
- Holdings in B
- 82
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 22 shared holdings, ordered by the smaller of the two weights.
| Holding | Kotak Contra Fund | Aditya Birla Sun Life Flexi Cap Fund |
|---|---|---|
| ICICI BANK LTD. | 5.93% | 5.60% |
| HDFC BANK LTD. | 5.06% | 3.91% |
| RELIANCE INDUSTRIES LTD. | 2.70% | 2.42% |
| STATE BANK OF INDIA. | 3.24% | 2.09% |
| Infosys Ltd. | 1.83% | 2.01% |
| SHRIRAM FINANCE LIMITED | 2.53% | 1.76% |
| BHARTI AIRTEL LTD. | 2.42% | 1.70% |
| Tech Mahindra Ltd. | 2.10% | 1.54% |
| AXIS BANK LTD. | 1.48% | 1.53% |
| Jindal Steel & Power Ltd | 1.38% | 1.62% |
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.