Fund overlap
Kotak Equity Savings Fund vs Kotak Multi Cap 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 Multi Cap Fund
Kotak Multi Cap Fund - Direct Plan - Growth
Open Ended Schemes(Equity Schemes - Multi Cap Fund) · Kotak Mahindra Mutual Fund
Overlap
25.5%
- Shared holdings
- 34
- Holdings in A
- 164
- Holdings in B
- 75
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 34 shared holdings, ordered by the smaller of the two weights.
| Holding | Kotak Equity Savings Fund | Kotak Multi Cap Fund |
|---|---|---|
| HDFC BANK LTD. | 4.38% | 5.66% |
| Maruti Suzuki India Limited | 2.94% | 4.10% |
| Indus Towers Ltd. | 3.38% | 2.86% |
| STATE BANK OF INDIA. | 2.77% | 3.55% |
| One 97 Communications Ltd | 3.60% | 2.70% |
| Radico Khaitan Ltd. | 2.37% | 2.26% |
| Hero MotoCorp Ltd. | 2.23% | 3.26% |
| NTPC LTD | 2.24% | 2.20% |
| ITC Ltd. | 1.87% | 2.04% |
| INDUSIND BANK LTD. | 1.42% | 2.97% |
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.