Fund overlap
Kotak Contra Fund vs HDFC 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
HDFC Multi Cap Fund
HDFC Multi Cap Fund - Direct Plan - IDCW Option
Open Ended Schemes(Equity Scheme - Multi Cap Fund) · HDFC Mutual Fund
Overlap
17.2%
- Shared holdings
- 24
- Holdings in A
- 64
- Holdings in B
- 122
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 24 shared holdings, ordered by the smaller of the two weights.
| Holding | Kotak Contra Fund | HDFC Multi Cap Fund |
|---|---|---|
| HDFC BANK LTD. | 5.06% | 3.93% |
| ICICI BANK LTD. | 5.93% | 3.66% |
| RELIANCE INDUSTRIES LTD. | 2.70% | 2.41% |
| BHARTI AIRTEL LTD. | 2.42% | 2.13% |
| STATE BANK OF INDIA. | 3.24% | 1.77% |
| NTPC LTD | 2.46% | 1.72% |
| AXIS BANK LTD. | 1.48% | 2.44% |
| Maruti Suzuki India Limited | 1.96% | 1.12% |
| Tata Steel Ltd. | 1.10% | 1.09% |
| Inter Globe Aviation Ltd | 1.32% | 1.05% |
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.