Kotak Large & Midcap Fund vs SBI Large & Midcap Fund
Portfolio overlap: how much of the two funds sits in the same stocks. Holdings as of Aug 2026.
Portfolio overlap
26.1%
Moderate overlap
Some shared stocks, different bets.
17
Common stocks
50
Only in Kotak Large & Midcap Fund
68
Only in SBI Large & Midcap Fund
Overlap adds the smaller weight of each common stock. Shares only; cash, bonds and REITs left out.
17 common stocks
Kotak Large & Midcap FundSBI Large & Midcap Fund| Stock | Kotak Large & Midcap Fund | SBI Large & Midcap Fund | Overlap |
|---|---|---|---|
| HDFC Bank LtdFinancial Services | 4.28% | 6.36% | 4.28% |
| ICICI Bank LtdFinancial Services | 3.15% | 3.98% | 3.15% |
| State Bank Of IndiaFinancial Services | 4.10% | 2.88% | 2.88% |
| Axis Bank LtdFinancial Services | 2.49% | 3.38% | 2.49% |
| Ashok Leyland LtdIndustrials | 2.28% | 2.32% | 2.28% |
| Bharat Forge LtdConsumer Discretionary | 2.21% | 2.34% | 2.21% |
| Jindal Steel & Power LtdMaterials | 1.92% | 1.83% | 1.83% |
| Biocon LtdHealthcare | 1.66% | 2.29% | 1.66% |
| Swiggy LtdConsumer Discretionary | 1.13% | 2.05% | 1.13% |
| Adani Enterprises LtdMaterials | 0.99% | 2.31% | 0.99% |
| Infosys LtdTechnology | 1.40% | 0.94% | 0.94% |
| Torrent Power LtdUtilities | 0.90% | 1.87% | 0.90% |
| J.K. Cement LtdMaterials | 0.95% | 0.46% | 0.46% |
| Honeywell Automation India LtdIndustrials | 0.41% | 0.52% | 0.41% |
| Hero Motocorp LtdConsumer Discretionary | 2.07% | 0.37% | 0.37% |
| Sun Pharmaceutical Industries LtdHealthcare | 1.96% | 0.14% | 0.14% |
| GSPL Transmission LtdEnergy | 0.02% | 0.03% | 0.02% |
| Total | 31.92% | 34.07% | 26.14% |
Only in Kotak Large & Midcap Fund
50 stocks, 65.7% of the fund
- Zomato LtdConsumer Discretionary3.65%
- Bharat Electronics LtdIndustrials3.59%
- Larsen & Toubro LtdIndustrials2.31%
- Bajaj Finance LtdFinancial Services2.21%
- Bharti Airtel LtdCommunication Services2.13%
- BSE LtdFinancial Services2.03%
- Coromandel International LtdAgriculture1.89%
- Shriram Finance LtdFinancial Services1.89%
- Linde India LtdMaterials1.88%
- Motilal Oswal Financial Services LtdFinancial Services1.74%
Only in SBI Large & Midcap Fund
68 stocks, 64.6% of the fund
- Balkrishna Industries LtdConsumer Discretionary2.53%
- Asian Paints LtdConsumer Discretionary2.41%
- TML Commercial Vehicles LtdIndustrials2.37%
- Berger Paints India LtdConsumer Discretionary2.35%
- Gland Pharma LtdHealthcare2.17%
- Aurobindo Pharma LtdHealthcare1.91%
- Ltimindtree LtdTechnology1.89%
- Abbott India LtdHealthcare1.88%
- Divi'S Laboratories LtdHealthcare1.86%
- Alkem Laboratories LtdHealthcare1.86%
Check another pair
More Large and Mid Cap pairs
- Mirae Asset Large & Midcap Fund vs SBI Large & Midcap Fund
- Mirae Asset Large & Midcap Fund vs ICICI Prudential Large & Mid Cap Fund
- Mirae Asset Large & Midcap Fund vs Kotak Large & Midcap Fund
- Mirae Asset Large & Midcap Fund vs HDFC Large & Mid Cap Fund
- SBI Large & Midcap Fund vs ICICI Prudential Large & Mid Cap Fund
- SBI Large & Midcap Fund vs HDFC Large & Mid Cap Fund
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.