Fund overlap
Kotak Large & Mid Cap Fund vs HDFC Large & Mid 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
HDFC Large & Mid Cap Fund
HDFC Large & Mid Cap Fund - Direct Plan - Growth Option
Open Ended Schemes(Equity Schemes - Large & Mid Cap Fund) · HDFC Mutual Fund
Overlap
23.9%
- Shared holdings
- 47
- Holdings in A
- 70
- Holdings in B
- 241
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 47 shared holdings, ordered by the smaller of the two weights.
| Holding | Kotak Large & Mid Cap Fund | HDFC Large & Mid Cap Fund |
|---|---|---|
| HDFC BANK LTD. | 4.52% | 3.64% |
| ICICI BANK LTD. | 3.03% | 3.66% |
| AXIS BANK LTD. | 2.41% | 1.95% |
| BHARTI AIRTEL LTD. | 2.18% | 1.79% |
| STATE BANK OF INDIA. | 3.92% | 1.42% |
| RELIANCE INDUSTRIES LTD. | 1.40% | 1.42% |
| INDUSIND BANK LTD. | 1.47% | 1.19% |
| Fortis Healthcare India Ltd | 1.18% | 1.28% |
| Mphasis Ltd | 1.55% | 1.16% |
| ETERNAL LIMITED | 3.77% | 1.16% |
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.