Kotak Nifty 50 Equal Weight Index Fund vs SBI Nifty50 Equal Weight Index Fund

Portfolio Overlap Analysis · Kotak vs SBI

99.7%
High Overlap
50 common stocks · Rank #427 of 95,528 pairs
Fund A
Kotak Nifty 50 Equal Weight Index Fund
Kotak · Equity - Other
Fund B
SBI Nifty50 Equal Weight Index Fund
SBI · Equity - Other

Common Holdings (50)

StockWt% in Kotak Nifty 50 Equal Weight InWt% in SBI Nifty50 Equal Weight IndexOverlap
Tata Steel Ltd.
Ferrous Metals
2.51%2.52%2.51%
STATE BANK OF INDIA.
Banks
2.49%2.49%2.49%
Oil And Natural Gas Corporation Ltd.
Oil
2.38%2.39%2.38%
NTPC LTD
Power
2.36%2.36%2.36%
JSW Steel Ltd.
Ferrous Metals
2.31%2.32%2.31%
AXIS BANK LTD.
Banks
2.25%2.26%2.25%
Power Grid Corporation of India Ltd.
Power
2.25%2.26%2.25%
SHRIRAM FINANCE LIMITED
Finance
2.25%2.25%2.25%
Bharat Electronics Ltd.
Aerospace and Defense
2.23%2.24%2.23%
Bajaj Auto Ltd.
Automobiles
2.20%2.21%2.20%
Eicher Motors Ltd.
Automobiles
2.19%2.19%2.19%
Apollo Hospitals Enterprise Ltd.
Healthcare Services
2.19%2.19%2.19%
TITAN COMPANY LTD.
Consumer Durables
2.17%2.17%2.17%
Ultratech Cement Ltd.
Cement and Cement Products
2.15%2.15%2.15%
Coal India Limited
Consumable Fuels
2.14%2.15%2.14%
TATA MOTORS PASSENGER VEHICLES LTD
Automobiles
2.13%2.14%2.13%
Hindalco Industries Ltd.
Non - Ferrous Metals
2.12%2.12%2.12%
Larsen and Toubro Ltd.
Construction
2.11%2.12%2.11%
Adani Ports and Special Economic Zone Limited
Transport Infrastructure
2.05%2.05%2.05%
ICICI BANK LTD.
Banks
2.04%2.05%2.04%
Max Healthcare Institute Ltd.
Healthcare Services
2.03%2.04%2.03%
Nestle India Ltd.
Food Products
2.03%2.03%2.03%
Dr.Reddy's Laboratories Ltd.
Pharmaceuticals and Biotechnology
2.03%2.03%2.03%
SUN PHARMACEUTICAL INDUSTRIES LTD.
Pharmaceuticals and Biotechnology
2.02%2.02%2.02%
SBI Life Insurance Company Ltd
Insurance
2.02%2.02%2.02%
Hindustan Unilever Ltd.
Diversified FMCG
2.01%2.02%2.01%
BAJAJ FINANCE LTD.
Finance
1.99%2.00%1.99%
Grasim Industries Ltd.
Cement and Cement Products
1.99%1.99%1.99%
Bajaj Finserv Ltd.
Finance
1.98%1.98%1.98%
TATA CONSUMER PRODUCTS LTD.
Agricultural Food and other Product
1.94%1.95%1.94%
Adani Enterprises Ltd
Metals and Minerals Trading
1.94%1.94%1.94%
KOTAK MAHINDRA BANK LTD.
Banks
1.92%1.92%1.92%
HDFC Life Insurance Company Ltd
Insurance
1.91%1.92%1.91%
Inter Globe Aviation Ltd
Transport Services
1.90%1.91%1.90%
Mahindra & Mahindra Ltd.
Automobiles
1.87%1.88%1.87%
Trent Ltd
Retailing
1.82%1.82%1.82%
Cipla Ltd.
Pharmaceuticals and Biotechnology
1.79%1.79%1.79%
HDFC BANK LTD.
Banks
1.79%1.79%1.79%
Maruti Suzuki India Limited
Automobiles
1.79%1.79%1.79%
RELIANCE INDUSTRIES LTD.
Petroleum Products
1.79%1.79%1.79%
BHARTI AIRTEL LTD.
Telecom - Services
1.78%1.79%1.78%
ETERNAL LIMITED
Retailing
1.75%1.75%1.75%
Asian Paints(India) Ltd.
Consumer Durables
1.73%1.73%1.73%
JIO FINANCIAL SERVICES LTD
Finance
1.72%1.72%1.72%
Tech Mahindra Ltd.
IT - Software
1.68%1.69%1.68%
HCL Technologies Ltd.
IT - Software
1.67%1.68%1.67%
TATA CONSULTANCY SERVICES LTD.
IT - Software
1.61%1.61%1.61%
Infosys Ltd.
IT - Software
1.57%1.57%1.57%
ITC Ltd.
Diversified FMCG
1.55%1.56%1.55%
Wipro Ltd.
IT - Software
1.51%1.51%1.51%

Unique to Kotak Nifty 50 Equal Weight In

All top holdings are shared with the other fund.

Unique to SBI Nifty50 Equal Weight Index

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
10.5% (5)
Automobiles
10.2% (5)
IT - Software
8.0% (5)
Finance
7.9% (4)
Pharmaceuticals and Biotechnology
5.8% (3)
Ferrous Metals
4.8% (2)
Power
4.6% (2)
Healthcare Services
4.2% (2)
Cement and Cement Products
4.1% (2)
Insurance
3.9% (2)
Consumer Durables
3.9% (2)
Retailing
3.6% (2)
Diversified FMCG
3.6% (2)
Oil
2.4% (1)
Aerospace and Defense
2.2% (1)
Consumable Fuels
2.1% (1)
Non - Ferrous Metals
2.1% (1)
Construction
2.1% (1)
Transport Infrastructure
2.0% (1)
Food Products
2.0% (1)
Agricultural Food and other Product
1.9% (1)
Metals and Minerals Trading
1.9% (1)
Transport Services
1.9% (1)
Petroleum Products
1.8% (1)
Telecom - Services
1.8% (1)

More comparisons for Kotak Nifty 50 Equal Weight In

More comparisons for SBI Nifty50 Equal Weight Index

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