3 funds hold both · as on May 2026
Comparing mutual fund co-ownership helps identify hidden asset concentration. Our reverse lookup database shows that 3 mutual funds hold active equity positions in both Heritage Foods and State Bank of India. The scheme with the highest combined exposure is Kotak Multicap Fund (Kotak MF), which holds a 0.17% stake in Heritage Foods and a 2.76% stake in State Bank of India, amounting to a combined conviction weight of 2.93%.
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.
| Fund | Heritage wt. | State wt. | Combined |
|---|---|---|---|
| Kotak Multicap FundKotak MF · Multi Cap | 0.17% | 2.76% | |
| Back to IndexMotilal Oswal MF · Index Fund | 0.01% | 2.21% | |
| IB18-Groww Nifty Total Market Index FundGroww MF · Index Fund | 0.01% | 1.87% |
These funds hold both stocks — see how much their entire portfolios overlap.
Check overlap of top funds →“Holds both” = the fund discloses an equity position in each stock in its latest public monthly portfolio (as on May 2026). Weight = the position as a % of that fund's portfolio. ISIN-verified from AMC disclosures. Not investment advice.