Funds

Screen, compare and check overlap across 569 equity mutual funds from 48 fund houses.

Fund A

HDFC Mid Cap Fund

Mid Cap Fund

Fund B

Kotak Mid Cap Fund

Mid Cap Fund

Holdings as of

Holdings: August 2026 · Returns updated 13 Sep 2026

Portfolio overlap

29.43%

Moderate overlapModerate overlap

Low · under 20%ModerateHigh · over 50%

Common stocks

Held by both funds in August 2026

Sector overlap

56.6%

Similar sector mix, different stock picks

Common holdings

Largest shared positions by overlap contribution

HDFC Mid Cap FundKotak Mid Cap Fund

Stock	Sector	HDFC Mid Cap Fund	Kotak Mid Cap Fund	Overlap
Ipca Laboratories Ltd.	Pharmaceuticals & Biotechnology	3.3%	3.42%	3.3%
The Federal Bank Limited	Banks	4.21%	2.76%	2.76%
Fortis Healthcare Limited	Healthcare Services	2.69%	3.58%	2.69%
Indian Bank	Banks	3.06%	2.34%	2.34%
Vishal Mega Mart Limited	Retailing	2.31%	3.11%	2.31%

Showing 5 of 23 common stocks · Overlap = sum of the smaller weight of each shared stock

HDFC Mid Cap Fund

Kotak Mid Cap Fund

Shared-stock weights by sector · pair overlap 56.6%

Pharmaceuticals & Biotechnologymin 7.8%
HDFC Mid Cap Fund
11.7
Kotak Mid Cap Fund
7.8
Banksmin 7.8%
HDFC Mid Cap Fund
15.9
Kotak Mid Cap Fund
7.8
Auto Componentsmin 7%
HDFC Mid Cap Fund
9.2
Kotak Mid Cap Fund
7
IT - Softwaremin 6.7%
HDFC Mid Cap Fund
7.4
Kotak Mid Cap Fund
6.7
Industrial Productsmin 3.7%
HDFC Mid Cap Fund
5.6
Kotak Mid Cap Fund
3.7
Retailingmin 3.6%
HDFC Mid Cap Fund
3.6
Kotak Mid Cap Fund
7.4
Healthcare Servicesmin 3.5%
HDFC Mid Cap Fund
3.5
Kotak Mid Cap Fund
8.7
Consumer Durablesmin 2.9%
HDFC Mid Cap Fund
2.9
Kotak Mid Cap Fund
4.8

Loading funds…