Kotak Large & Midcap Fund vs Mirae Asset Large & Midcap Fund
Portfolio overlap: how much of the two funds sits in the same stocks. Holdings as of Aug 2026.
Portfolio overlap
35.9%
Moderate overlap
Some shared stocks, different bets.
26
Common stocks
41
Only in Kotak Large & Midcap Fund
55
Only in Mirae Asset Large & Midcap Fund
Overlap adds the smaller weight of each common stock. Shares only; cash, bonds and REITs left out.
26 common stocks
Kotak Large & Midcap FundMirae Asset Large & Midcap Fund| Stock | Kotak Large & Midcap Fund | Mirae Asset Large & Midcap Fund | Overlap |
|---|---|---|---|
| HDFC Bank LtdFinancial Services | 4.28% | 5.99% | 4.28% |
| ICICI Bank LtdFinancial Services | 3.15% | 3.90% | 3.15% |
| State Bank Of IndiaFinancial Services | 4.10% | 3.08% | 3.08% |
| Axis Bank LtdFinancial Services | 2.49% | 3.43% | 2.49% |
| Bharti Airtel LtdCommunication Services | 2.13% | 2.19% | 2.13% |
| Hero Motocorp LtdConsumer Discretionary | 2.07% | 1.87% | 1.87% |
| Bharat Forge LtdConsumer Discretionary | 2.21% | 1.66% | 1.66% |
| Indusind Bank LtdFinancial Services | 1.57% | 1.96% | 1.57% |
| Larsen & Toubro LtdIndustrials | 2.31% | 1.51% | 1.51% |
| Reliance Industries LtdEnergy | 1.42% | 2.93% | 1.42% |
| Infosys LtdTechnology | 1.40% | 1.34% | 1.34% |
| Sun Pharmaceutical Industries LtdHealthcare | 1.96% | 1.29% | 1.29% |
| Dalmia Bharat LtdMaterials | 1.28% | 1.87% | 1.28% |
| Swiggy LtdConsumer Discretionary | 1.13% | 1.54% | 1.13% |
| Interglobe Aviation LtdTransportation & Logistics | 1.13% | 1.19% | 1.13% |
| Kotak Mahindra Bank LtdFinancial Services | 0.94% | 1.04% | 0.94% |
| SRF LtdMaterials | 1.39% | 0.86% | 0.86% |
| Bharat Electronics LtdIndustrials | 3.59% | 0.84% | 0.84% |
| Maruti Suzuki India LtdConsumer Discretionary | 0.84% | 1.35% | 0.84% |
| NTPC LtdUtilities | 0.86% | 0.84% | 0.84% |
| United Spirits LtdConsumer Staples | 1.00% | 0.71% | 0.71% |
| Hindustan Petroleum Corporation LtdEnergy | 1.58% | 0.61% | 0.61% |
| Dixon Technologies (India) LtdConsumer Discretionary | 0.37% | 1.26% | 0.37% |
| Zomato LtdConsumer Discretionary | 3.65% | 0.33% | 0.33% |
| Cummins India LtdIndustrials | 1.42% | 0.22% | 0.22% |
| GSPL Transmission LtdEnergy | 0.02% | 0.14% | 0.02% |
| Total | 48.29% | 43.95% | 35.91% |
Only in Kotak Large & Midcap Fund
41 stocks, 49.3% of the fund
- Ashok Leyland LtdIndustrials2.28%
- Bajaj Finance LtdFinancial Services2.21%
- BSE LtdFinancial Services2.03%
- Jindal Steel & Power LtdMaterials1.92%
- Coromandel International LtdAgriculture1.89%
- Shriram Finance LtdFinancial Services1.89%
- Linde India LtdMaterials1.88%
- Motilal Oswal Financial Services LtdFinancial Services1.74%
- Indian BankFinancial Services1.67%
- Piramal Finance LtdFinancial Services1.66%
Only in Mirae Asset Large & Midcap Fund
55 stocks, 55.1% of the fund
- Laurus Labs LtdHealthcare3.79%
- PB Fintech LtdTechnology2.67%
- Steel Authority Of India LtdMaterials2.26%
- Delhivery LtdTransportation & Logistics1.97%
- Hindalco Industries LtdMaterials1.94%
- Lupin LtdHealthcare1.88%
- HDB Financial Services LtdFinancial Services1.88%
- SBI Life Insurance Company LtdFinancial Services1.87%
- Tata Communications LtdCommunication Services1.79%
- Narayana Hrudayalaya LtdHealthcare1.74%
Check another pair
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What is mutual fund portfolio overlap?
Portfolio overlap is the share of two funds' money that sits in the same stocks in the same amounts. Two flexi cap funds that both hold HDFC Bank, ICICI Bank and Reliance overlap by the smaller of their weights in each of those stocks.
How is portfolio overlap calculated?
For every stock both funds hold, take the smaller of the two weights, then add them up. If one fund holds HDFC Bank at 8% and the other at 5%, that stock adds 5% to the overlap. Only shares count; cash, bonds, deposits and REITs are left out. The figures use each fund's latest monthly portfolio disclosure.
Is high overlap between two funds bad?
Not by itself. RuDo studied 33,153 pairs of diversified equity funds over five years to September 2026. Funds from different fund houses with 50% to 70% overlap shared mostly the index's largest stocks, and holding both still made returns swing 12% to 15% less around the index than holding either one. Overlap above 70% came mostly from two funds of the same fund house, which hold nearly the same portfolio.
How often does the overlap change?
Fund houses disclose their portfolios every month, so the overlap is refreshed as each new disclosure arrives. It moves slowly for most diversified funds and faster for focused or high-turnover funds.
Based on each fund's monthly portfolio disclosure. Past performance does not indicate future returns.