Fund overlap
Kotak Large & Mid Cap Fund vs Kotak Focused 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 Focused Fund
Kotak Focused Fund - Direct Plan - Growth option
Open Ended Schemes(Equity Scheme - Focused Fund) · Kotak Mahindra Mutual Fund
Overlap
27.1%
- Shared holdings
- 21
- Holdings in A
- 70
- Holdings in B
- 30
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 21 shared holdings, ordered by the smaller of the two weights.
| Holding | Kotak Large & Mid Cap Fund | Kotak Focused Fund |
|---|---|---|
| HDFC BANK LTD. | 4.52% | 5.73% |
| STATE BANK OF INDIA. | 3.92% | 4.90% |
| ETERNAL LIMITED | 3.77% | 5.41% |
| Bharat Electronics Ltd. | 3.56% | 3.28% |
| ICICI BANK LTD. | 3.03% | 6.89% |
| Triparty Repo | 2.50% | 4.37% |
| Larsen and Toubro Ltd. | 2.27% | 2.36% |
| BHARTI AIRTEL LTD. | 2.18% | 4.17% |
| Hero MotoCorp Ltd. | 2.10% | 3.04% |
| SHRIRAM FINANCE LIMITED | 1.77% | 4.66% |
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.