Fund overlap
Kotak Large Cap Fund vs Kotak Equity Savings 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
Kotak Equity Savings Fund
Kotak Equity Savings Fund - Direct Plan - Growth
Open Ended Schemes(Hybrid Scheme - Equity Savings) · Kotak Mahindra Mutual Fund
Overlap
21.5%
- Shared holdings
- 29
- Holdings in A
- 66
- Holdings in B
- 164
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 29 shared holdings, ordered by the smaller of the two weights.
| Holding | Kotak Large Cap Fund | Kotak Equity Savings Fund |
|---|---|---|
| HDFC BANK LTD. | 6.37% | 4.38% |
| Triparty Repo | 4.74% | 4.33% |
| BHARTI AIRTEL LTD. | 3.85% | 4.93% |
| STATE BANK OF INDIA. | 4.49% | 2.77% |
| NTPC LTD | 2.65% | 2.24% |
| ICICI BANK LTD. | 7.87% | 2.19% |
| Maruti Suzuki India Limited | 2.15% | 2.94% |
| RELIANCE INDUSTRIES LTD. | 5.79% | 2.02% |
| ITC Ltd. | 1.39% | 1.87% |
| AXIS BANK LTD. | 3.01% | 1.26% |
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.