Fund overlap
Kotak Large Cap Fund vs UTI ELSS Tax Saver 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 ELSS Tax Saver Fund
UTI ELSS Tax Saver Fund - Direct Plan - IDCW
Open Ended Schemes(Equity Scheme - ELSS) · UTI Mutual Fund
Overlap
32.6%
- Shared holdings
- 23
- Holdings in A
- 66
- Holdings in B
- 62
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 23 shared holdings, ordered by the smaller of the two weights.
| Holding | Kotak Large Cap Fund | UTI ELSS Tax Saver Fund |
|---|---|---|
| ICICI BANK LTD. | 7.87% | 7.11% |
| HDFC BANK LTD. | 6.37% | 8.11% |
| BHARTI AIRTEL LTD. | 3.85% | 4.32% |
| AXIS BANK LTD. | 3.01% | 3.70% |
| BAJAJ FINANCE LTD. | 3.14% | 2.95% |
| RELIANCE INDUSTRIES LTD. | 5.79% | 2.74% |
| Infosys Ltd. | 2.59% | 2.44% |
| STATE BANK OF INDIA. | 4.49% | 2.36% |
| Mahindra & Mahindra Ltd. | 2.13% | 2.49% |
| Tata Steel Ltd. | 2.05% | 2.21% |
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.