Fund overlap
Kotak Large Cap Fund vs Axis Large Cap Fund
Fund A
Kotak Large Cap Fund
Kotak Large Cap Fund - Direct Plan - Growth
Open Ended Schemes(Equity Scheme - Large Cap Fund) · Kotak Mahindra Mutual Fund
Fund B
Axis Large Cap Fund
Axis Large Cap Fund - Direct Plan - Growth Option
Open Ended Schemes(Equity Schemes - Large Cap Fund) · Axis Mutual Fund
Overlap
39.9%
- Shared holdings
- 30
- Holdings in A
- 66
- Holdings in B
- 50
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 30 shared holdings, ordered by the smaller of the two weights.
| Holding | Kotak Large Cap Fund | Axis Large Cap Fund |
|---|---|---|
| ICICI BANK LTD. | 7.87% | 9.29% |
| HDFC BANK LTD. | 6.37% | 8.25% |
| BHARTI AIRTEL LTD. | 3.85% | 5.07% |
| Larsen and Toubro Ltd. | 3.97% | 3.26% |
| RELIANCE INDUSTRIES LTD. | 5.79% | 3.25% |
| BAJAJ FINANCE LTD. | 3.14% | 4.94% |
| AXIS BANK LTD. | 3.01% | 3.23% |
| Mahindra & Mahindra Ltd. | 2.13% | 3.85% |
| Ultratech Cement Ltd. | 1.99% | 2.18% |
| ETERNAL LIMITED | 1.99% | 4.27% |
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.