Fund overlap
Kotak Large Cap Fund vs SBI 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
SBI EQUITY SAVINGS FUND
SBI EQUITY SAVINGS FUND - Direct Plan - IDCW
Open Ended Schemes(Hybrid Scheme - Equity Savings) · SBI Mutual Fund
Overlap
22.5%
- Shared holdings
- 28
- Holdings in A
- 66
- Holdings in B
- 107
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 28 shared holdings, ordered by the smaller of the two weights.
| Holding | Kotak Large Cap Fund | SBI EQUITY SAVINGS FUND |
|---|---|---|
| HDFC BANK LTD. | 6.37% | 5.80% |
| ICICI BANK LTD. | 7.87% | 5.14% |
| RELIANCE INDUSTRIES LTD. | 5.79% | 5.04% |
| BHARTI AIRTEL LTD. | 3.85% | 3.58% |
| Ultratech Cement Ltd. | 1.99% | 2.02% |
| BAJAJ FINANCE LTD. | 3.14% | 1.77% |
| Mahindra & Mahindra Ltd. | 2.13% | 1.76% |
| AXIS BANK LTD. | 3.01% | 1.63% |
| KOTAK MAHINDRA BANK LTD. | 1.62% | 6.73% |
| Apollo Hospitals Enterprise Ltd. | 1.43% | 1.40% |
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.