Fund overlap
Kotak Large & Mid Cap Fund vs Axis 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
Axis Flexi Cap Fund
Axis Flexi Cap Fund - Direct Plan - Growth Option
Open Ended Schemes(Equity Schemes - Flexi Cap Fund) · Axis Mutual Fund
Overlap
17.5%
- Shared holdings
- 19
- Holdings in A
- 70
- Holdings in B
- 68
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 19 shared holdings, ordered by the smaller of the two weights.
| Holding | Kotak Large & Mid Cap Fund | Axis Flexi Cap Fund |
|---|---|---|
| ETERNAL LIMITED | 3.77% | 4.56% |
| Bharat Electronics Ltd. | 3.56% | 3.46% |
| STATE BANK OF INDIA. | 3.92% | 3.04% |
| ICICI BANK LTD. | 3.03% | 7.52% |
| AXIS BANK LTD. | 2.41% | 3.07% |
| HDFC BANK LTD. | 4.52% | 2.23% |
| BHARTI AIRTEL LTD. | 2.18% | 2.14% |
| BAJAJ FINANCE LTD. | 2.12% | 4.08% |
| Infosys Ltd. | 1.30% | 1.54% |
| IPCA Laboratories Ltd. | 1.59% | 1.21% |
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.