Fund overlap
Kotak Contra Fund vs Kotak Multi 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
Kotak Multi Cap Fund
Kotak Multi Cap Fund - Direct Plan - Growth
Open Ended Schemes(Equity Schemes - Multi Cap Fund) · Kotak Mahindra Mutual Fund
Overlap
26.5%
- Shared holdings
- 32
- Holdings in A
- 64
- Holdings in B
- 75
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 32 shared holdings, ordered by the smaller of the two weights.
| Holding | Kotak Contra Fund | Kotak Multi Cap Fund |
|---|---|---|
| HDFC BANK LTD. | 5.06% | 5.66% |
| STATE BANK OF INDIA. | 3.24% | 3.55% |
| Hero MotoCorp Ltd. | 2.67% | 3.26% |
| NTPC LTD | 2.46% | 2.20% |
| Maruti Suzuki India Limited | 1.96% | 4.10% |
| INDO-MIM LTD | 1.93% | 3.33% |
| POONAWALLA FINCORP LIMITED | 2.09% | 1.72% |
| SUN PHARMACEUTICAL INDUSTRIES LTD. | 1.70% | 2.13% |
| Indus Towers Ltd. | 1.70% | 2.86% |
| JAMMU KASHMIR BANK LTD | 1.50% | 1.67% |
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.