Fund overlap
Kotak Large & Mid Cap Fund vs Kotak Equity Savings 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
Kotak Equity Savings Fund
Kotak Equity Savings Fund - Direct Plan - Growth
Open Ended Schemes(Hybrid Scheme - Equity Savings) · Kotak Mahindra Mutual Fund
Overlap
17.4%
- Shared holdings
- 27
- Holdings in A
- 70
- Holdings in B
- 164
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 27 shared holdings, ordered by the smaller of the two weights.
| Holding | Kotak Large & Mid Cap Fund | Kotak Equity Savings Fund |
|---|---|---|
| HDFC BANK LTD. | 4.52% | 4.38% |
| STATE BANK OF INDIA. | 3.92% | 2.77% |
| Triparty Repo | 2.50% | 4.33% |
| ICICI BANK LTD. | 3.03% | 2.19% |
| BHARTI AIRTEL LTD. | 2.18% | 4.93% |
| Hero MotoCorp Ltd. | 2.10% | 2.23% |
| INDUSIND BANK LTD. | 1.47% | 1.42% |
| RELIANCE INDUSTRIES LTD. | 1.40% | 2.02% |
| AXIS BANK LTD. | 2.41% | 1.26% |
| POONAWALLA FINCORP LIMITED | 1.18% | 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.