Baroda BNP Paribas Banking & Financial Services Fund vs Kotak Banking and Financial Services Fund
Baroda BNP vs Kotak· Portfolio Overlap Analysis
61.0%High Overlap
16 common stocksRank #4948 / 5,000
Investor takeaway: These funds overlap 61.0%. Holding both gives you almost no extra diversification. You are effectively paying two expense ratios for the same portfolio core.
Common Holdings (16)
| Stock | Wt% in Baroda BNP Paribas Banking & F | Wt% in Kotak Banking and Financial Se | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 11.75% | 14.49% | 11.75% |
ICICI Bank Limited Banks | 8.69% | 11.76% | 8.69% |
State Bank of India Banks | 8.22% | 10.66% | 8.22% |
Axis Bank Limited Banks | 7.33% | 8.09% | 7.33% |
Bajaj Finance Limited Finance | 4.02% | 6.33% | 4.02% |
Kotak Mahindra Bank Limited Banks | 6.81% | 3.71% | 3.71% |
Shriram Finance Limited Finance | 3.40% | 5.01% | 3.40% |
SBI Life Insurance Company Limited Insurance | 2.57% | 2.25% | 2.25% |
Karur Vysya Bank Limited Banks | 2.22% | 2.09% | 2.09% |
Ujjivan Small Finance Bank Limited Banks | 2.28% | 2.08% | 2.08% |
IndusInd Bank Limited Banks | 5.43% | 2.02% | 2.02% |
Cholamandalam Investment and Finance Company Ltd Finance | 2.18% | 1.99% | 1.99% |
RBL Bank Limited Banks | 2.42% | 1.41% | 1.41% |
Poonawalla Fincorp Limited Finance | 1.03% | 2.34% | 1.03% |
Prudent Corporate Advisory Services Limited Capital Markets | 1.19% | 0.95% | 0.95% |
The Federal Bank Limited Banks | 1.51% | 0.01% | 0.01% |
Unique to Baroda BNP Paribas Banking & F
- Canara Bank4.37%
Unique to Kotak Banking and Financial Se
- BSE LTD2.44%
- BANK OF MAHARASHTRA2.29%
Sector Overlap Breakdown
Banks47.3% (10)
Finance10.4% (4)
Insurance2.3% (1)
Capital Markets0.9% (1)
More comparisons for Baroda BNP Paribas Banking & F
- vs Mahindra Manulife Banking & Fi63.2% · 18 stocks
- vs HDFC Banking & Financial Servi62.5% · 15 stocks
More comparisons for Kotak Banking and Financial Se
- vs Mirae Asset Nifty Financial Se69.0% · 12 stocks
- vs TATA NIFTY FINANCIAL SERVICES 69.0% · 12 stocks
- vs EDELWEISS FINANCIAL SERVICES65.8% · 17 stocks
- vs Mahindra Manulife Banking & Fi65.2% · 17 stocks
- vs ADITYA BIRLA SUN LIFE BANKING 64.5% · 18 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.