Fund overlap
Kotak Pioneer Fund vs Kotak Business Cycle Fund
Fund A
Kotak Pioneer Fund
Kotak Pioneer Fund - Direct Plan - Reinvestment of Income Distribution cum capital withdrawal option
Open Ended Schemes(Equity Scheme - Sectoral/ Thematic) · 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
32.4%
- Shared holdings
- 29
- Holdings in A
- 56
- 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 29 shared holdings, ordered by the smaller of the two weights.
| Holding | Kotak Pioneer Fund | Kotak Business Cycle Fund |
|---|---|---|
| INDO-MIM LTD | 4.92% | 4.39% |
| ETERNAL LIMITED | 5.53% | 4.05% |
| ASTER DM HEALTHCARE LTD | 2.94% | 3.37% |
| ADITYA INFOTECH LIMITED | 2.90% | 5.74% |
| LENSKART SOLUTIONS LIMITED | 3.65% | 2.70% |
| ICICI BANK LTD. | 2.66% | 7.69% |
| BHARTI HEXACOM LTD. | 2.05% | 2.64% |
| Maruti Suzuki India Limited | 2.01% | 2.09% |
| VIJAYA DIAGNOSTIC CENTRE PVT | 1.98% | 3.11% |
| KRISHNA INSTITUTE OF MEDICAL | 1.89% | 3.23% |
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.