Fund overlap
Kotak Large Cap Fund vs Kotak Focused 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 Focused Fund
Kotak Focused Fund - Direct Plan - Growth option
Open Ended Schemes(Equity Scheme - Focused Fund) · Kotak Mahindra Mutual Fund
Overlap
28.9%
- Shared holdings
- 17
- Holdings in A
- 66
- Holdings in B
- 30
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 17 shared holdings, ordered by the smaller of the two weights.
| Holding | Kotak Large Cap Fund | Kotak Focused Fund |
|---|---|---|
| ICICI BANK LTD. | 7.87% | 6.89% |
| HDFC BANK LTD. | 6.37% | 5.73% |
| STATE BANK OF INDIA. | 4.49% | 4.90% |
| Triparty Repo | 4.74% | 4.37% |
| BHARTI AIRTEL LTD. | 3.85% | 4.17% |
| RELIANCE INDUSTRIES LTD. | 5.79% | 3.51% |
| Larsen and Toubro Ltd. | 3.97% | 2.36% |
| Maruti Suzuki India Limited | 2.15% | 2.64% |
| Ultratech Cement Ltd. | 1.99% | 2.60% |
| ETERNAL LIMITED | 1.99% | 5.41% |
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.