Loading compare…
6 funds hold both · as on Aug 2026
Comparing mutual fund co-ownership helps identify hidden asset concentration. Our reverse lookup database shows that 6 mutual funds hold active equity positions in both Lumino Industries and NTPC. The scheme with the highest combined exposure is Kotak Energy Opportunities Fund (Kotak MF), which holds a 1.82% stake in Lumino Industries and a 4.47% stake in NTPC, amounting to a combined conviction weight of 6.29%.
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 | Lumino wt. | NTPC wt. | Combined |
|---|---|---|---|
| Kotak Energy Opportunities FundKotak MF · Sectoral / Thematic | 1.82% | 4.47% | |
| HDFC Infrastructure FundHDFC MF · Sectoral / Thematic | 0.64% | 3.31% | |
| Kotak Rural Opportunities FundKotak MF · Sectoral / Thematic | 1.32% | 2.16% | |
| Kotak Contra FundKotak MF · Contra | 0.18% | 2.35% | |
| Motilal Oswal MF · Equity (Diversified) | 0.16% | 1.77% | |
| HDFC Large & Mid Cap Fund .HDFC MF · Large & Mid Cap | 0.02% | 0.75% |
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 Aug 2026). Weight = the position as a % of that fund's portfolio. ISIN-verified from AMC disclosures. Not investment advice.