Fund overlap
Kotak Contra Fund vs Kotak Business Cycle 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 Business Cycle Fund
Kotak Business Cycle Fund - Direct Plan - Growth
Open Ended Schemes(Equity Scheme - Sectoral/ Thematic) · Kotak Mahindra Mutual Fund
Overlap
19.9%
- Shared holdings
- 21
- Holdings in A
- 64
- Holdings in B
- 53
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 | Kotak Business Cycle Fund |
|---|---|---|
| ICICI BANK LTD. | 5.93% | 7.69% |
| HDFC BANK LTD. | 5.06% | 2.62% |
| SHRIRAM FINANCE LIMITED | 2.53% | 2.48% |
| Maruti Suzuki India Limited | 1.96% | 2.09% |
| INDO-MIM LTD | 1.93% | 4.39% |
| Ultratech Cement Ltd. | 1.85% | 1.67% |
| INDIAN BANK | 1.63% | 1.85% |
| Triparty Repo | 1.51% | 1.55% |
| AXIS BANK LTD. | 1.48% | 3.67% |
| Mphasis Ltd | 2.00% | 1.46% |
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.