Fund overlap
Kotak Large Cap Fund vs Kotak Business Cycle 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 Business Cycle Fund
Kotak Business Cycle Fund - Direct Plan - Growth
Open Ended Schemes(Equity Scheme - Sectoral/ Thematic) · Kotak Mahindra Mutual Fund
Overlap
18.6%
- Shared holdings
- 18
- Holdings in A
- 66
- Holdings in B
- 53
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 18 shared holdings, ordered by the smaller of the two weights.
| Holding | Kotak Large Cap Fund | Kotak Business Cycle Fund |
|---|---|---|
| ICICI BANK LTD. | 7.87% | 7.69% |
| AXIS BANK LTD. | 3.01% | 3.67% |
| HDFC BANK LTD. | 6.37% | 2.62% |
| Maruti Suzuki India Limited | 2.15% | 2.09% |
| ETERNAL LIMITED | 1.99% | 4.05% |
| Mahindra & Mahindra Ltd. | 2.13% | 1.86% |
| SHRIRAM FINANCE LIMITED | 1.79% | 2.48% |
| Ultratech Cement Ltd. | 1.99% | 1.67% |
| Triparty Repo | 4.74% | 1.55% |
| Infosys Ltd. | 2.59% | 1.39% |
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.