Fund overlap
Kotak Large & Mid Cap Fund vs Axis Large Cap Fund
Fund A
Kotak Large & Mid Cap Fund
Kotak Large & Mid Cap Fund - Direct Plan - IDCW
Open Ended Schemes(Equity Schemes - Large & Mid Cap Fund) · Kotak Mahindra Mutual Fund
Fund B
Axis Large Cap Fund
Axis Large Cap Fund - Direct Plan - Growth Option
Open Ended Schemes(Equity Schemes - Large Cap Fund) · Axis Mutual Fund
Overlap
20.8%
- Shared holdings
- 20
- Holdings in A
- 70
- Holdings in B
- 50
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 20 shared holdings, ordered by the smaller of the two weights.
| Holding | Kotak Large & Mid Cap Fund | Axis Large Cap Fund |
|---|---|---|
| HDFC BANK LTD. | 4.52% | 8.25% |
| ETERNAL LIMITED | 3.77% | 4.27% |
| ICICI BANK LTD. | 3.03% | 9.29% |
| AXIS BANK LTD. | 2.41% | 3.23% |
| Larsen and Toubro Ltd. | 2.27% | 3.26% |
| BHARTI AIRTEL LTD. | 2.18% | 5.07% |
| BAJAJ FINANCE LTD. | 2.12% | 4.94% |
| SUN PHARMACEUTICAL INDUSTRIES LTD. | 1.90% | 2.56% |
| SHRIRAM FINANCE LIMITED | 1.77% | 1.86% |
| STATE BANK OF INDIA. | 3.92% | 1.52% |
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.