HDFC Banking & Financial Services Fund vs Kotak Banking and Financial Services Fund
Portfolio Overlap Analysis · HDFC vs Kotak
63.2%
High Overlap
13 common stocks · Rank #1689 of 95,528 pairs
Common Holdings (13)
| Stock | Wt% in HDFC Banking & Financial Servi | Wt% in Kotak Banking and Financial Se | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 16.63% | 14.49% | 14.49% |
ICICI Bank Ltd. Banks | 13.99% | 11.76% | 11.76% |
Axis Bank Ltd. Banks | 8.71% | 8.09% | 8.09% |
State Bank of India Banks | 7.46% | 10.66% | 7.46% |
Shriram Finance Ltd. Finance | 4.89% | 5.01% | 4.89% |
Bajaj Finance Ltd. Finance | 4.36% | 6.33% | 4.36% |
Kotak Mahindra Bank Limited Banks | 8.13% | 3.71% | 3.71% |
SBI Life Insurance Company Ltd. Insurance | 3.12% | 2.25% | 2.25% |
Karur Vysya Bank Ltd. Banks | 2.33% | 2.09% | 2.09% |
Indusind Bank Ltd. Banks | 1.63% | 2.02% | 1.63% |
Max Financial Services Ltd. Insurance | 1.61% | 1.07% | 1.07% |
Home First Finance Company India Ltd Finance | 1.68% | 0.75% | 0.75% |
Billionbrains Garage Ventures Limited (Groww) Capital Markets | 1.70% | 0.67% | 0.67% |
Unique to HDFC Banking & Financial Servi
- Au Small Finance Bank Ltd.2.97%
Unique to Kotak Banking and Financial Se
- BSE LTD2.44%
- POONAWALLA FINCORP LIMITED2.34%
- BANK OF MAHARASHTRA2.29%
Sector Overlap Breakdown
Banks49.2% (7)
Finance10.0% (3)
Insurance3.3% (2)
Capital Markets0.7% (1)
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More comparisons for Kotak Banking and Financial Se
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- vs SBI Banking And Financial Serv56.6% · 15 stocks
- vs NIPPON INDIA BANKING & FINANCI55.4% · 13 stocks
- vs Motilal Oswal Nifty Services S53.1% · 11 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.