Fund overlap
Kotak Large Cap Fund vs UTI - 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
UTI - Large Cap Fund
UTI - Large Cap Fund - Direct Plan - Growth
Open Ended Schemes(Equity Scheme - Large Cap Fund) · UTI Mutual Fund
Overlap
35.6%
- Shared holdings
- 27
- Holdings in A
- 66
- Holdings in B
- 67
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 27 shared holdings, ordered by the smaller of the two weights.
| Holding | Kotak Large Cap Fund | UTI - Large Cap Fund |
|---|---|---|
| ICICI BANK LTD. | 7.87% | 8.98% |
| HDFC BANK LTD. | 6.37% | 9.20% |
| RELIANCE INDUSTRIES LTD. | 5.79% | 5.13% |
| Larsen and Toubro Ltd. | 3.97% | 3.87% |
| BHARTI AIRTEL LTD. | 3.85% | 4.09% |
| BAJAJ FINANCE LTD. | 3.14% | 3.22% |
| AXIS BANK LTD. | 3.01% | 3.14% |
| Infosys Ltd. | 2.59% | 3.27% |
| Ultratech Cement Ltd. | 1.99% | 2.02% |
| ETERNAL LIMITED | 1.99% | 2.80% |
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.