Axis Nifty500 Value 50 ETF vs Kotak Nifty200 Value 30 Index Fund
Axis vs Kotak· Portfolio Overlap Analysis
82.2%High Overlap
29 common stocksRank #941 / 95,528
Common Holdings (29)
| Stock | Wt% in Axis Nifty500 Value 50 ETF | Wt% in Kotak Nifty200 Value 30 Index | Overlap |
|---|---|---|---|
State Bank of India Banks | 5.63% | 5.47% | 5.47% |
Tata Steel Limited Ferrous Metals | 5.68% | 5.33% | 5.33% |
Vedanta Limited Diversified Metals | 5.41% | 5.25% | 5.25% |
Oil & Natural Gas Corporation Limited Oil | 5.40% | 5.24% | 5.24% |
NTPC Limited Power | 5.34% | 5.18% | 5.18% |
Coal India Limited Consumable Fuels | 4.85% | 4.71% | 4.71% |
Tata Motors Passenger Vehicles Limited Automobiles | 4.83% | 4.69% | 4.69% |
Hindalco Industries Limited Non - Ferrous Metals | 4.80% | 4.66% | 4.66% |
Power Grid Corporation of India Limited Power | 5.10% | 4.60% | 4.60% |
Indian Oil Corporation Limited Petroleum Products | 4.07% | 4.92% | 4.07% |
Bharat Petroleum Corporation Limited Petroleum Products | 3.97% | 4.63% | 3.97% |
Grasim Industries Limited Cement & Cement Products | 4.48% | 3.57% | 3.57% |
Power Finance Corporation Limited Finance | 2.96% | 4.90% | 2.96% |
Hindustan Petroleum Corporation Limited Petroleum Products | 2.48% | 2.98% | 2.48% |
Bank of Baroda Banks | 2.14% | 3.35% | 2.14% |
GAIL (India) Limited Gas | 1.83% | 2.36% | 1.83% |
IndusInd Bank Limited Banks | 1.79% | 2.59% | 1.79% |
REC Limited Finance | 1.77% | 2.82% | 1.77% |
Canara Bank Banks | 1.76% | 2.72% | 1.76% |
Union Bank of India Banks | 1.48% | 2.34% | 1.48% |
Punjab National Bank Banks | 1.48% | 2.30% | 1.48% |
The Federal Bank Limited Banks | 1.40% | 2.08% | 1.40% |
NMDC Limited Minerals & Mining | 1.50% | 1.17% | 1.17% |
Steel Authority of India Limited Ferrous Metals | 1.53% | 1.10% | 1.10% |
Oil India Limited Oil | 0.94% | 1.25% | 0.94% |
UPL Limited Fertilizers & Agrochemicals | 1.29% | 0.89% | 0.89% |
Indian Bank Banks | 0.86% | 1.30% | 0.86% |
Bank of India Banks | 0.78% | 1.23% | 0.78% |
LIC Housing Finance Limited Finance | 0.60% | 0.99% | 0.60% |
Unique to Axis Nifty500 Value 50 ETF
All top holdings are shared with the other fund.
Unique to Kotak Nifty200 Value 30 Index
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks17.2% (9)
Petroleum Products10.5% (3)
Power9.8% (2)
Ferrous Metals6.4% (2)
Oil6.2% (2)
Finance5.3% (3)
Diversified Metals5.3% (1)
Consumable Fuels4.7% (1)
Automobiles4.7% (1)
Non - Ferrous Metals4.7% (1)
Cement & Cement Products3.6% (1)
Gas1.8% (1)
Minerals & Mining1.2% (1)
Fertilizers & Agrochemicals0.9% (1)
More comparisons for Axis Nifty500 Value 50 ETF
- vs Axis Nifty500 Value 50 Index98.9% · 50 stocks
- vs ICICI Prudential Nifty200 Valu78.5% · 28 stocks
- vs ICICI Prudential Nifty200 Valu78.5% · 28 stocks
- vs Motilal Oswal BSE Enhanced Val53.9% · 24 stocks
- vs Motilal Oswal BSE Enhanced Val53.8% · 24 stocks
More comparisons for Kotak Nifty200 Value 30 Index
- vs ICICI Prudential Nifty200 Valu89.6% · 28 stocks
- vs ICICI Prudential Nifty200 Valu89.6% · 28 stocks
- vs Axis Nifty500 Value 50 Index82.0% · 29 stocks
- vs Motilal Oswal BSE Enhanced Val59.2% · 20 stocks
- vs Motilal Oswal BSE Enhanced Val59.1% · 20 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.