Fund overlap
Kotak Contra Fund vs Axis Multicap 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
Axis Multicap Fund
Axis Multicap Fund - Direct Plan - Growth Option
Open Ended Schemes(Equity Schemes - Multi Cap Fund) · Axis Mutual Fund
Overlap
17.4%
- Shared holdings
- 29
- Holdings in A
- 64
- Holdings in B
- 110
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 29 shared holdings, ordered by the smaller of the two weights.
| Holding | Kotak Contra Fund | Axis Multicap Fund |
|---|---|---|
| ICICI BANK LTD. | 5.93% | 3.25% |
| HDFC BANK LTD. | 5.06% | 2.72% |
| SHRIRAM FINANCE LIMITED | 2.53% | 1.91% |
| AXIS BANK LTD. | 1.48% | 1.45% |
| BHARTI AIRTEL LTD. | 2.42% | 1.40% |
| Larsen and Toubro Ltd. | 2.50% | 1.36% |
| INDO-MIM LTD | 1.93% | 1.27% |
| BAJAJ FINANCE LTD. | 1.49% | 1.25% |
| Fortis Healthcare India Ltd | 1.98% | 1.21% |
| STATE BANK OF INDIA. | 3.24% | 1.20% |
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.