Fund overlap
UTI - Large Cap Fund vs Kotak Business Cycle Fund
Fund A
UTI - Large Cap Fund
UTI - Large Cap Fund - Direct Plan - Growth
Open Ended Schemes(Equity Scheme - Large Cap Fund) · UTI 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
17.0%
- Shared holdings
- 16
- Holdings in A
- 67
- 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 16 shared holdings, ordered by the smaller of the two weights.
| Holding | UTI - Large Cap Fund | Kotak Business Cycle Fund |
|---|---|---|
| ICICI BANK LTD | 8.98% | 7.69% |
| AXIS BANK LTD. | 3.14% | 3.67% |
| ETERNAL LIMITED | 2.80% | 4.05% |
| HDFC BANK LIMITED | 9.20% | 2.62% |
| ULTRATECH CEMENT LTD. | 2.02% | 1.67% |
| MARUTI SUZUKI INDIA LTD. | 1.52% | 2.09% |
| MAHINDRA & MAHINDRA LTD. | 1.43% | 1.86% |
| INFOSYS LTD. | 3.27% | 1.39% |
| RELIANCE INDUSTRIES LTD. | 5.13% | 1.23% |
| SBI LIFE INSURANCE COMPANY LTD | 1.18% | 1.65% |
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.