Kotak Banking and Financial Services Fund vs Mirae Asset Nifty Financial Services ETF

Portfolio Overlap Analysis · Kotak vs Mirae

69.0%
High Overlap
12 common stocks · Rank #1343 of 95,528 pairs
Fund A
Kotak Banking and Financial Services Fund
Kotak · Sectoral - Banking
Fund B
Mirae Asset Nifty Financial Services ETF
Mirae · Sectoral - Banking

Common Holdings (12)

StockWt% in Kotak Banking and Financial SeWt% in Mirae Asset Nifty Financial SeOverlap
HDFC BANK LTD.
Banks
14.49%16.73%14.49%
ICICI BANK LTD.
Banks
11.76%14.07%11.76%
STATE BANK OF INDIA.
Banks
10.66%12.24%10.66%
AXIS BANK LTD.
Banks
8.09%10.98%8.09%
BAJAJ FINANCE LTD.
Finance
6.33%7.99%6.33%
SHRIRAM FINANCE LIMITED
Finance
5.01%4.57%4.57%
KOTAK MAHINDRA BANK LTD.
Banks
3.71%9.23%3.71%
BSE LTD
Capital Markets
2.44%3.34%2.44%
SBI Life Insurance Company Ltd
Insurance
2.25%2.76%2.25%
CHOLAMANDALAM INVESTMENT AND FINANCE COMPANY LTD.
Finance
1.99%2.21%1.99%
HDFC Life Insurance Company Ltd
Insurance
1.61%2.32%1.61%
Power Finance Corporation Ltd.
Finance
1.15%1.82%1.15%

Unique to Kotak Banking and Financial Se

  • POONAWALLA FINCORP LIMITED2.34%
  • BANK OF MAHARASHTRA2.29%

Unique to Mirae Asset Nifty Financial Se

  • Bajaj Finserv Ltd.3.44%

Sector Overlap Breakdown

Banks
48.7% (5)
Finance
14.0% (4)
Insurance
3.9% (2)
Capital Markets
2.4% (1)

More comparisons for Kotak Banking and Financial Se

More comparisons for Mirae Asset Nifty Financial Se

Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.