Fund overlap
Kotak Small Cap Fund vs Kotak Business Cycle Fund
Fund A
Kotak Small Cap Fund
Kotak Small Cap Fund - Direct Plan - Payout of Income Distribution cum capital withdrawal option
Open Ended Schemes(Equity Scheme - Small Cap Fund) · Kotak Mahindra Mutual Fund
Fund B
Kotak Business Cycle Fund
Kotak Business Cycle Fund - Direct Plan - Growth
Open Ended Schemes(Equity Scheme - Sectoral/ Thematic) · Kotak Mahindra Mutual Fund
Overlap
24.0%
- Shared holdings
- 28
- Holdings in A
- 80
- Holdings in B
- 53
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 28 shared holdings, ordered by the smaller of the two weights.
| Holding | Kotak Small Cap Fund | Kotak Business Cycle Fund |
|---|---|---|
| ASTER DM HEALTHCARE LTD | 4.07% | 3.37% |
| KRISHNA INSTITUTE OF MEDICAL | 3.30% | 3.23% |
| VIJAYA DIAGNOSTIC CENTRE PVT | 4.10% | 3.11% |
| SHRIRAM FINANCE LIMITED | 1.85% | 2.48% |
| ICICI BANK LTD. | 1.82% | 7.69% |
| HAPPY FORGINGS LTD | 1.72% | 1.77% |
| Century Plyboards (India) Ltd. | 2.08% | 1.70% |
| ADITYA INFOTECH LIMITED | 1.63% | 5.74% |
| INDO-MIM LTD | 1.62% | 4.39% |
| KALPATARU PROJECTS INTERNATIONAL LIMITED | 2.58% | 1.58% |
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.