Fund overlap
Kotak Contra Fund vs UTI 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
UTI ELSS Tax Saver Fund
UTI ELSS Tax Saver Fund - Direct Plan - IDCW
Open Ended Schemes(Equity Scheme - ELSS) · UTI Mutual Fund
Overlap
24.0%
- Shared holdings
- 21
- Holdings in A
- 64
- Holdings in B
- 62
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 | UTI ELSS Tax Saver Fund |
|---|---|---|
| ICICI BANK LTD. | 5.93% | 7.11% |
| HDFC BANK LTD. | 5.06% | 8.11% |
| RELIANCE INDUSTRIES LTD. | 2.70% | 2.74% |
| BHARTI AIRTEL LTD. | 2.42% | 4.32% |
| STATE BANK OF INDIA. | 3.24% | 2.36% |
| Tech Mahindra Ltd. | 2.10% | 2.08% |
| Maruti Suzuki India Limited | 1.96% | 1.84% |
| Infosys Ltd. | 1.83% | 2.44% |
| BAJAJ FINANCE LTD. | 1.49% | 2.95% |
| Mphasis Ltd | 2.00% | 1.49% |
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.