ICICI Prudential Nifty 200 Momentum 30 Index Fund vs Kotak Nifty 200 Momentum 30 Index Fund
ICICI vs Kotak· Portfolio Overlap Analysis
99.9%High Overlap
30 common stocksRank #592 / 5,000
Investor takeaway: These funds overlap 99.9%. Holding both gives you almost no extra diversification. You are effectively paying two expense ratios for the same portfolio core.
Common Holdings (30)
| Stock | Wt% in ICICI Prudential Nifty 200 Mom | Wt% in Kotak Nifty 200 Momentum 30 In | Overlap |
|---|---|---|---|
State Bank Of India Banks | 6.09% | 6.10% | 6.09% |
Shriram Finance Ltd. Finance | 5.51% | 5.51% | 5.51% |
Eicher Motors Ltd. Automobiles | 5.36% | 5.36% | 5.36% |
Hindalco Industries Ltd. Non - Ferrous Metals | 5.19% | 5.19% | 5.19% |
Bajaj Finance Ltd. Finance | 4.88% | 4.88% | 4.88% |
TVS Motor Company Ltd. Automobiles | 4.57% | 4.57% | 4.57% |
Maruti Suzuki India Ltd. Automobiles | 4.39% | 4.39% | 4.39% |
Bharti Airtel Ltd. Telecom - Services | 4.37% | 4.38% | 4.37% |
Asian Paints Ltd. Consumer Durables | 4.24% | 4.24% | 4.24% |
Hero Motocorp Ltd. Automobiles | 4.13% | 4.13% | 4.13% |
Interglobe Aviation Ltd. Transport Services | 3.86% | 3.86% | 3.86% |
BSE Ltd. Capital Markets | 3.80% | 3.81% | 3.80% |
SBI Life Insurance Company Ltd. Insurance | 3.77% | 3.78% | 3.77% |
The Federal Bank Ltd. Banks | 3.27% | 3.27% | 3.27% |
Cummins India Ltd. Industrial Products | 3.11% | 3.11% | 3.11% |
AU Small Finance Bank Ltd. Banks | 3.09% | 3.10% | 3.09% |
Muthoot Finance Ltd. Finance | 3.05% | 3.05% | 3.05% |
Ashok Leyland Ltd. Agricultural, Commercial & Construction Vehicles | 2.77% | 2.77% | 2.77% |
Canara Bank Banks | 2.71% | 2.71% | 2.71% |
L&T Finance Ltd. Finance | 2.38% | 2.38% | 2.38% |
Cholamandalam Investment And Finance Company Ltd. Finance | 2.30% | 2.31% | 2.30% |
Max Financial Services Ltd. Insurance | 2.24% | 2.25% | 2.24% |
Fortis Healthcare Ltd. Healthcare Services | 2.16% | 2.16% | 2.16% |
One 97 Communications Ltd Financial Technology (Fintech) | 2.12% | 2.12% | 2.12% |
Indian Bank Banks | 2.04% | 2.04% | 2.04% |
Aditya Birla Capital Ltd. Finance | 2.00% | 2.00% | 2.00% |
FSN E-Commerce Ventures Ltd. Retailing | 1.97% | 1.98% | 1.97% |
Gmr Airports Ltd. Transport Infrastructure | 1.65% | 1.65% | 1.65% |
UPL Ltd. Fertilizers & Agrochemicals | 1.54% | 1.54% | 1.54% |
Glenmark Pharmaceuticals Ltd. Pharmaceuticals & Biotechnology | 1.33% | 1.34% | 1.33% |
Unique to ICICI Prudential Nifty 200 Mom
All top holdings are shared with the other fund.
Unique to Kotak Nifty 200 Momentum 30 In
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Finance20.1% (6)
Automobiles18.4% (4)
Banks17.2% (5)
Insurance6.0% (2)
Non - Ferrous Metals5.2% (1)
Telecom - Services4.4% (1)
Consumer Durables4.2% (1)
Transport Services3.9% (1)
Capital Markets3.8% (1)
Industrial Products3.1% (1)
Agricultural, Commercial & Construction Vehicles2.8% (1)
Healthcare Services2.2% (1)
Financial Technology (Fintech)2.1% (1)
Retailing2.0% (1)
Transport Infrastructure1.6% (1)
Fertilizers & Agrochemicals1.5% (1)
Pharmaceuticals & Biotechnology1.3% (1)
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.