Fund overlap
Kotak Large & Mid Cap Fund vs Aditya Birla Sun Life Flexi 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
Aditya Birla Sun Life Flexi Cap Fund
Aditya Birla Sun Life Flexi Cap Fund - Direct Plan - GROWTH
Open Ended Schemes(Equity Scheme - Flexi Cap Fund) · Aditya Birla Sun Life Mutual Fund
Overlap
18.4%
- Shared holdings
- 23
- Holdings in A
- 70
- Holdings in B
- 82
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 23 shared holdings, ordered by the smaller of the two weights.
| Holding | Kotak Large & Mid Cap Fund | Aditya Birla Sun Life Flexi Cap Fund |
|---|---|---|
| HDFC BANK LTD. | 4.52% | 3.91% |
| ICICI BANK LTD. | 3.03% | 5.60% |
| STATE BANK OF INDIA. | 3.92% | 2.09% |
| BHARAT FORGE LTD. | 2.14% | 1.93% |
| SHRIRAM FINANCE LIMITED | 1.77% | 1.76% |
| BHARTI AIRTEL LTD. | 2.18% | 1.70% |
| Jindal Steel & Power Ltd | 1.93% | 1.62% |
| Tech Mahindra Ltd. | 1.59% | 1.54% |
| AXIS BANK LTD. | 2.41% | 1.53% |
| RELIANCE INDUSTRIES LTD. | 1.40% | 2.42% |
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.