Fund overlap
Kotak Manufacture in India Fund vs HDFC Manufacturing Fund
Fund A
Kotak Manufacture in India Fund
Kotak Manufacture in India Fund - Direct Plan - Growth
Open Ended Schemes(Equity Scheme - Sectoral/ Thematic) · Kotak Mahindra Mutual Fund
Fund B
HDFC Manufacturing Fund
HDFC Manufacturing Fund - Direct Plan - Growth Option
Open Ended Schemes(Equity Scheme - Sectoral/ Thematic) · HDFC Mutual Fund
Overlap
17.3%
- Shared holdings
- 24
- Holdings in A
- 62
- Holdings in B
- 92
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 24 shared holdings, ordered by the smaller of the two weights.
| Holding | Kotak Manufacture in India Fund | HDFC Manufacturing Fund |
|---|---|---|
| Divis Laboratories Ltd. | 3.71% | 6.01% |
| Mahindra & Mahindra Ltd. | 3.53% | 3.50% |
| RELIANCE INDUSTRIES LTD. | 2.84% | 4.50% |
| Maruti Suzuki India Limited | 2.48% | 3.33% |
| Bharat Electronics Ltd. | 2.51% | 2.42% |
| SUN PHARMACEUTICAL INDUSTRIES LTD. | 4.35% | 1.90% |
| Dixon Technologies India Ltd | 2.09% | 1.85% |
| HINDUSTAN PETROLEUM CORPORATION LTD. | 1.23% | 1.83% |
| Hindalco Industries Ltd. | 2.41% | 1.19% |
| BHARAT PETROLEUM CORPORATION LTD. | 1.06% | 1.68% |
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.