Fund overlap
Kotak Equity Savings Fund vs Kotak Focused Fund
Fund A
Kotak Equity Savings Fund
Kotak Equity Savings Fund - Direct Plan - Growth
Open Ended Schemes(Hybrid Scheme - Equity Savings) · 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
18.4%
- Shared holdings
- 17
- Holdings in A
- 164
- 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 17 shared holdings, ordered by the smaller of the two weights.
| Holding | Kotak Equity Savings Fund | Kotak Focused Fund |
|---|---|---|
| HDFC BANK LTD. | 4.38% | 5.73% |
| Triparty Repo | 4.33% | 4.37% |
| BHARTI AIRTEL LTD. | 4.93% | 4.17% |
| STATE BANK OF INDIA. | 2.77% | 4.90% |
| Maruti Suzuki India Limited | 2.94% | 2.64% |
| Radico Khaitan Ltd. | 2.37% | 3.11% |
| Hero MotoCorp Ltd. | 2.23% | 3.04% |
| ICICI BANK LTD. | 2.19% | 6.89% |
| RELIANCE INDUSTRIES LTD. | 2.02% | 3.51% |
| POONAWALLA FINCORP LIMITED | 1.39% | 2.81% |
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.