Mutual funds holding both Ashok Leyland and Kross

Comparing mutual fund co-ownership helps identify hidden asset concentration. Our reverse lookup database shows that 4 mutual funds hold active equity positions in both Ashok Leyland and Kross. The scheme with the highest combined exposure is Kotak Transportation & Logistics Fund (Kotak MF), which holds a 3.70% stake in Ashok Leyland and a 1.33% stake in Kross, amounting to a combined conviction weight of 5.03%.

When multiple mutual funds in your portfolio double-up on the same stock pairs, it limits your diversification benefits. If you also hold either of these companies directly in your demat account, your aggregate exposure is amplified. This co-ownership pattern is standard among index-tracking products but represents active, concentrated strategies in equity schemes.