Fund overlap
Kotak Large Cap Fund vs HDFC Large & Mid 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
HDFC Large & Mid Cap Fund
HDFC Large & Mid Cap Fund - Direct Plan - Growth Option
Open Ended Schemes(Equity Schemes - Large & Mid Cap Fund) · HDFC Mutual Fund
Overlap
20.3%
- Shared holdings
- 42
- Holdings in A
- 66
- Holdings in B
- 241
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 42 shared holdings, ordered by the smaller of the two weights.
| Holding | Kotak Large Cap Fund | HDFC Large & Mid Cap Fund |
|---|---|---|
| ICICI BANK LTD. | 7.87% | 3.66% |
| HDFC BANK LTD. | 6.37% | 3.64% |
| AXIS BANK LTD. | 3.01% | 1.95% |
| BHARTI AIRTEL LTD. | 3.85% | 1.79% |
| RELIANCE INDUSTRIES LTD. | 5.79% | 1.42% |
| STATE BANK OF INDIA. | 4.49% | 1.42% |
| KOTAK MAHINDRA BANK LTD. | 1.62% | 1.23% |
| Maruti Suzuki India Limited | 2.15% | 1.23% |
| ETERNAL LIMITED | 1.99% | 1.16% |
| SHRIRAM FINANCE LIMITED | 1.79% | 1.11% |
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.