Bajaj Finserv Nifty 50 Index Fund vs Kotak Large Cap Fund
Bajaj vs Kotak· Portfolio Overlap Analysis
67.1%High Overlap
28 common stocksRank #3546 / 5,000
Investor takeaway: These funds overlap 67.1%. Holding both gives you almost no extra diversification. You are effectively paying two expense ratios for the same portfolio core.
Common Holdings (28)
| Stock | Wt% in Bajaj Finserv Nifty 50 Index | Wt% in Kotak Large Cap | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 8.58% | 7.36% | 7.36% |
HDFC Bank Limited Banks | 11.82% | 7.01% | 7.01% |
Reliance Industries Limited Petroleum Products | 8.19% | 6.39% | 6.39% |
State Bank of India Banks | 4.34% | 4.83% | 4.34% |
Larsen & Toubro Limited Construction | 4.37% | 4.22% | 4.22% |
Bharti Airtel Limited Telecom - Services | 4.56% | 3.78% | 3.78% |
Axis Bank Limited Banks | 3.45% | 3.35% | 3.35% |
Infosys Limited IT - Software | 3.96% | 3.32% | 3.32% |
Mahindra & Mahindra Limited Automobiles | 2.64% | 2.90% | 2.64% |
Bajaj Finance Limited Finance | 2.30% | 3.14% | 2.30% |
ITC Limited Diversified FMCG | 2.63% | 2.05% | 2.05% |
Maruti Suzuki India Limited Automobiles | 1.70% | 2.41% | 1.70% |
Tata Consultancy Services Limited IT - Software | 2.35% | 1.68% | 1.68% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 1.60% | 2.59% | 1.60% |
NTPC Limited Power | 1.58% | 2.89% | 1.58% |
Kotak Mahindra Bank Limited Banks | 2.66% | 1.55% | 1.55% |
Tata Steel Limited Ferrous Metals | 1.53% | 2.14% | 1.53% |
Eternal Limited Retailing | 1.54% | 1.38% | 1.38% |
Bharat Electronics Limited Aerospace & Defense | 1.39% | 1.38% | 1.38% |
Shriram Finance Limited Finance | 1.32% | 1.98% | 1.32% |
UltraTech Cement Limited Cement & Cement Products | 1.31% | 2.22% | 1.31% |
Hindalco Industries Limited Non - Ferrous Metals | 1.16% | 1.02% | 1.02% |
Hindustan Unilever Limited Diversified FMCG | 1.81% | 0.97% | 0.97% |
InterGlobe Aviation Limited Transport Services | 0.95% | 1.83% | 0.95% |
Tech Mahindra Limited IT - Software | 0.75% | 1.04% | 0.75% |
Apollo Hospitals Enterprise Limited Healthcare Services | 0.70% | 0.93% | 0.70% |
HDFC Life Insurance Company Limited Insurance | 0.67% | 0.82% | 0.67% |
Coal India Limited Consumable Fuels | 0.85% | 0.21% | 0.21% |
Unique to Bajaj Finserv Nifty 50 Index
All top holdings are shared with the other fund.
Unique to Kotak Large Cap
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks23.6% (5)
Petroleum Products6.4% (1)
IT - Software5.8% (3)
Automobiles4.3% (2)
Construction4.2% (1)
Telecom - Services3.8% (1)
Finance3.6% (2)
Diversified FMCG3.0% (2)
Pharmaceuticals & Biotechnology1.6% (1)
Power1.6% (1)
Ferrous Metals1.5% (1)
Retailing1.4% (1)
Aerospace & Defense1.4% (1)
Cement & Cement Products1.3% (1)
Non - Ferrous Metals1.0% (1)
Transport Services0.9% (1)
Healthcare Services0.7% (1)
Insurance0.7% (1)
Consumable Fuels0.2% (1)
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More comparisons for Kotak Large Cap
- vs CANARA ROBECO LARGE CAP67.7% · 31 stocks
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- vs DSP NIFTY 50 ETF67.1% · 28 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.