How much do Aditya Birla Sun Life Dividend Yield Fund and Kotak Small Cap Fund overlap?

They share 9 common holdings, a weighted portfolio overlap of about 9.08% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.

What does 9.08% overlap mean?

Weighted overlap sums the smaller of the two weights for each shared stock, so it approximates how much of the two portfolios coincide. Higher overlap means holding both funds adds less diversification.

Fund overlap

Aditya Birla Sun Life Dividend Yield Fund vs Kotak Small Cap Fund

Aditya Birla SL MF · Dividend YieldKotak MF · Small Cap· as on May 2026

Weighted portfolio overlap

9.08%

Low overlap

Common

Only Aditya

Only Kotak

9 of 118 unique stocks in common · Jaccard: 7.6%

Common holdings

Stock	in Aditya	in Kotak
Shriram FinanceFinance	2.25%	1.92%
Aptus Value Housing Finance IndiaFinance	2.25%	1.66%
Axis BankBanks	2.79%	1.58%
CMS Info SystemsCommercial Services & Supplies	2.08%	1.13%
Dhanuka AgritechFertilizers & Agrochemicals	1.33%	0.86%
Balrampur Chini MillsAgricultural Food & Other Products	0.75%	1.26%
Angel OneCapital Markets	1.41%	0.61%
Hexaware TechnologiesIT - Software	0.52%	0.35%
Kewal Kiran ClothingTextiles & Apparels	1.77%	0.22%

FAQ

How much do Aditya Birla Sun Life Dividend Yield Fund and Kotak Small Cap Fund overlap?: They share 9 common holdings, a weighted portfolio overlap of about 9.08% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.
What does 9.08% overlap mean?: Weighted overlap sums the smaller of the two weights for each shared stock, so it approximates how much of the two portfolios coincide. Higher overlap means holding both funds adds less diversification.

Related comparisons

Weighted overlap = Σ min(weight in fund A, weight in fund B) across shared stocks, from each fund's latest public monthly portfolio (as on May 2026). Equity holdings only, ISIN-verified. Not investment advice.