Fund overlap
Kotak Contra Fund vs Kotak Focused 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
Kotak Focused Fund
Kotak Focused Fund - Direct Plan - Growth option
Open Ended Schemes(Equity Scheme - Focused Fund) · Kotak Mahindra Mutual Fund
Overlap
31.8%
- Shared holdings
- 23
- Holdings in A
- 64
- Holdings in B
- 30
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 23 shared holdings, ordered by the smaller of the two weights.
| Holding | Kotak Contra Fund | Kotak Focused Fund |
|---|---|---|
| ICICI BANK LTD. | 5.93% | 6.89% |
| HDFC BANK LTD. | 5.06% | 5.73% |
| STATE BANK OF INDIA. | 3.24% | 4.90% |
| RELIANCE INDUSTRIES LTD. | 2.70% | 3.51% |
| Hero MotoCorp Ltd. | 2.67% | 3.04% |
| SHRIRAM FINANCE LIMITED | 2.53% | 4.66% |
| BHARTI AIRTEL LTD. | 2.42% | 4.17% |
| Larsen and Toubro Ltd. | 2.50% | 2.36% |
| Tech Mahindra Ltd. | 2.10% | 2.53% |
| POONAWALLA FINCORP LIMITED | 2.09% | 2.81% |
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.