Kotak Nifty 50 Equal Weight Index Fund vs SBI Equity Minimum Variance Fund

Kotak vs SBI· Portfolio Overlap Analysis

63.7%High Overlap
50 common stocksRank #1634 / 95,528

Common Holdings (50)

StockWt% in Kotak Nifty 50 Equal Weight InWt% in SBI Equity Minimum VarianceOverlap
Apollo Hospitals Enterprise Ltd.
Healthcare Services
2.19%3.49%2.19%
ICICI BANK LTD.
Banks
2.04%3.35%2.04%
Nestle India Ltd.
Food Products
2.03%8.32%2.03%
SUN PHARMACEUTICAL INDUSTRIES LTD.
Pharmaceuticals and Biotechnology
2.02%7.83%2.02%
Hindustan Unilever Ltd.
Diversified FMCG
2.01%8.21%2.01%
Dr.Reddy's Laboratories Ltd.
Pharmaceuticals and Biotechnology
2.03%1.98%1.98%
TATA CONSUMER PRODUCTS LTD.
Agricultural Food and other Product
1.94%5.03%1.94%
Cipla Ltd.
Pharmaceuticals and Biotechnology
1.79%5.04%1.79%
HDFC BANK LTD.
Banks
1.79%3.21%1.79%
BHARTI AIRTEL LTD.
Telecom - Services
1.78%1.94%1.78%
SBI Life Insurance Company Ltd
Insurance
2.02%1.74%1.74%
Asian Paints(India) Ltd.
Consumer Durables
1.73%2.43%1.73%
HDFC Life Insurance Company Ltd
Insurance
1.91%1.65%1.65%
TATA CONSULTANCY SERVICES LTD.
IT - Software
1.61%2.42%1.61%
ITC Ltd.
Diversified FMCG
1.55%7.39%1.55%
STATE BANK OF INDIA.
Banks
2.49%1.24%1.24%
Tata Steel Ltd.
Ferrous Metals
2.51%1.20%1.20%
Oil And Natural Gas Corporation Ltd.
Oil
2.38%1.19%1.19%
Power Grid Corporation of India Ltd.
Power
2.25%1.14%1.14%
Bharat Electronics Ltd.
Aerospace and Defense
2.23%1.14%1.14%
AXIS BANK LTD.
Banks
2.25%1.13%1.13%
Eicher Motors Ltd.
Automobiles
2.19%1.13%1.13%
NTPC LTD
Power
2.36%1.12%1.12%
JSW Steel Ltd.
Ferrous Metals
2.31%1.10%1.10%
SHRIRAM FINANCE LIMITED
Finance
2.25%1.10%1.10%
TITAN COMPANY LTD.
Consumer Durables
2.17%1.10%1.10%
Ultratech Cement Ltd.
Cement and Cement Products
2.15%1.10%1.10%
Coal India Limited
Consumable Fuels
2.14%1.09%1.09%
Bajaj Auto Ltd.
Automobiles
2.20%1.08%1.08%
TATA MOTORS PASSENGER VEHICLES LTD
Automobiles
2.13%1.07%1.07%
Larsen and Toubro Ltd.
Construction
2.11%1.06%1.06%
Max Healthcare Institute Ltd.
Healthcare Services
2.03%1.06%1.06%
Adani Ports and Special Economic Zone Limited
Transport Infrastructure
2.05%1.05%1.05%
BAJAJ FINANCE LTD.
Finance
1.99%1.04%1.04%
Hindalco Industries Ltd.
Non - Ferrous Metals
2.12%1.03%1.03%
Grasim Industries Ltd.
Cement and Cement Products
1.99%1.01%1.01%
Bajaj Finserv Ltd.
Finance
1.98%1.01%1.01%
Adani Enterprises Ltd
Metals and Minerals Trading
1.94%0.98%0.98%
KOTAK MAHINDRA BANK LTD.
Banks
1.92%0.97%0.97%
Inter Globe Aviation Ltd
Transport Services
1.90%0.97%0.97%
Mahindra & Mahindra Ltd.
Automobiles
1.87%0.92%0.92%
Trent Ltd
Retailing
1.82%0.91%0.91%
Maruti Suzuki India Limited
Automobiles
1.79%0.90%0.90%
RELIANCE INDUSTRIES LTD.
Petroleum Products
1.79%0.90%0.90%
ETERNAL LIMITED
Retailing
1.75%0.89%0.89%
JIO FINANCIAL SERVICES LTD
Finance
1.72%0.87%0.87%
Tech Mahindra Ltd.
IT - Software
1.68%0.87%0.87%
HCL Technologies Ltd.
IT - Software
1.67%0.87%0.87%
Wipro Ltd.
IT - Software
1.51%0.83%0.83%
Infosys Ltd.
IT - Software
1.57%0.82%0.82%

Unique to Kotak Nifty 50 Equal Weight In

All top holdings are shared with the other fund.

Unique to SBI Equity Minimum Variance

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
7.2% (5)
Pharmaceuticals and Biotechnology
5.8% (3)
Automobiles
5.1% (5)
IT - Software
5.0% (5)
Finance
4.0% (4)
Diversified FMCG
3.6% (2)
Insurance
3.4% (2)
Healthcare Services
3.3% (2)
Consumer Durables
2.8% (2)
Ferrous Metals
2.3% (2)
Power
2.3% (2)
Cement and Cement Products
2.1% (2)
Food Products
2.0% (1)
Agricultural Food and other Product
1.9% (1)
Retailing
1.8% (2)
Telecom - Services
1.8% (1)
Oil
1.2% (1)
Aerospace and Defense
1.1% (1)
Consumable Fuels
1.1% (1)
Construction
1.1% (1)
Transport Infrastructure
1.1% (1)
Non - Ferrous Metals
1.0% (1)
Metals and Minerals Trading
1.0% (1)
Transport Services
1.0% (1)
Petroleum Products
0.9% (1)

More comparisons for Kotak Nifty 50 Equal Weight In

More comparisons for SBI Equity Minimum Variance

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