Fund overlap
Kotak Mid Cap Fund vs Axis Midcap Fund
Fund A
Kotak Mid Cap Fund
Kotak Mid Cap Fund - Direct Plan - IDCW - Payout & Re-investment of Income Distribution cum capital withdrawal option
Open Ended Schemes(Equity Schemes - Mid Cap Fund) · Kotak Mahindra Mutual Fund
Fund B
Axis Midcap Fund
Axis Midcap Fund - Direct Plan - IDCW Option
Open Ended Schemes(Equity Scheme - Mid Cap Fund) · Axis Mutual Fund
Overlap
20.6%
- Shared holdings
- 34
- Holdings in A
- 73
- Holdings in B
- 87
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 34 shared holdings, ordered by the smaller of the two weights.
| Holding | Kotak Mid Cap Fund | Axis Midcap Fund |
|---|---|---|
| FEDERAL BANK LTD. | 2.62% | 3.98% |
| Fortis Healthcare India Ltd | 3.49% | 2.61% |
| GE VERNOVA T&D INDIA LIMITED | 2.45% | 2.41% |
| IPCA Laboratories Ltd. | 3.57% | 2.30% |
| Solar Industries India Limited | 2.41% | 1.86% |
| ETERNAL LIMITED | 1.72% | 2.06% |
| Dixon Technologies India Ltd | 2.87% | 1.57% |
| Schaeffler India Ltd | 2.36% | 1.52% |
| Apar Industries Ltd. | 1.34% | 2.84% |
| BHARAT FORGE LTD. | 1.22% | 1.88% |
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.