Fund overlap
Kotak Focused Fund vs Kotak Multi Cap Fund
Fund A
Kotak Focused Fund
Kotak Focused Fund - Direct Plan - Growth option
Open Ended Schemes(Equity Scheme - Focused Fund) · 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
17.6%
- Shared holdings
- 16
- Holdings in A
- 30
- 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 16 shared holdings, ordered by the smaller of the two weights.
| Holding | Kotak Focused Fund | Kotak Multi Cap Fund |
|---|---|---|
| HDFC BANK LTD. | 5.73% | 5.66% |
| STATE BANK OF INDIA. | 4.90% | 3.55% |
| ETERNAL LIMITED | 5.41% | 3.28% |
| Hero MotoCorp Ltd. | 3.04% | 3.26% |
| Maruti Suzuki India Limited | 2.64% | 4.10% |
| Radico Khaitan Ltd. | 3.11% | 2.26% |
| POONAWALLA FINCORP LIMITED | 2.81% | 1.72% |
| Larsen and Toubro Ltd. | 2.36% | 1.48% |
| Triparty Repo | 4.37% | 1.41% |
| Inter Globe Aviation Ltd | 2.88% | 1.15% |
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.