Kotak BSE Sensex Index Fund vs Mirae Asset Nifty 100 ESG Sector Leaders ETF

Kotak vs Mirae· Portfolio Overlap Analysis

72.1%High Overlap
22 common stocksRank #1165 / 95,528

Common Holdings (22)

StockWt% in Kotak BSE Sensex IndexWt% in Mirae Asset Nifty 100 ESG SectOverlap
ICICI BANK LTD.
Banks
10.26%10.49%10.26%
HDFC BANK LTD.
Banks
14.06%9.37%9.37%
RELIANCE INDUSTRIES LTD.
Petroleum Products
9.82%9.36%9.36%
BHARTI AIRTEL LTD.
Telecom - Services
5.47%5.58%5.47%
Infosys Ltd.
IT - Software
4.83%4.85%4.83%
AXIS BANK LTD.
Banks
4.11%4.23%4.11%
Mahindra & Mahindra Ltd.
Automobiles
3.17%3.23%3.17%
TATA CONSULTANCY SERVICES LTD.
IT - Software
2.78%2.87%2.78%
BAJAJ FINANCE LTD.
Finance
2.71%2.82%2.71%
Hindustan Unilever Ltd.
Diversified FMCG
2.17%2.21%2.17%
Maruti Suzuki India Limited
Automobiles
2.03%2.08%2.03%
NTPC LTD
Power
1.89%1.93%1.89%
TITAN COMPANY LTD.
Consumer Durables
1.84%1.90%1.84%
Tata Steel Ltd.
Ferrous Metals
1.82%1.87%1.82%
ETERNAL LIMITED
Retailing
1.78%1.89%1.78%
Ultratech Cement Ltd.
Cement and Cement Products
1.55%1.60%1.55%
HCL Technologies Ltd.
IT - Software
1.53%1.56%1.53%
Power Grid Corporation of India Ltd.
Power
1.42%1.44%1.42%
Adani Ports and Special Economic Zone Limited
Transport Infrastructure
1.16%1.12%1.12%
Asian Paints(India) Ltd.
Consumer Durables
1.11%1.14%1.11%
Tech Mahindra Ltd.
IT - Software
0.90%0.92%0.90%
Trent Ltd
Retailing
0.89%0.92%0.89%

Unique to Kotak BSE Sensex Index

  • Larsen and Toubro Ltd.5.21%
  • STATE BANK OF INDIA.5.20%
  • KOTAK MAHINDRA BANK LTD.3.18%

Unique to Mirae Asset Nifty 100 ESG Sect

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
23.7% (3)
IT - Software
10.0% (4)
Petroleum Products
9.4% (1)
Telecom - Services
5.5% (1)
Automobiles
5.2% (2)
Power
3.3% (2)
Consumer Durables
3.0% (2)
Finance
2.7% (1)
Retailing
2.7% (2)
Diversified FMCG
2.2% (1)
Ferrous Metals
1.8% (1)
Cement and Cement Products
1.6% (1)
Transport Infrastructure
1.1% (1)

More comparisons for Kotak BSE Sensex Index

More comparisons for Mirae Asset Nifty 100 ESG Sect

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