How much do Aditya Birla Sun Life Flexi Cap Fund and Kotak Flexicap Fund overlap?

They share 20 common holdings, a weighted portfolio overlap of about 35.67% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 35.67% 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 Flexi Cap Fund vs Kotak Flexicap Fund

Aditya Birla SL MF · Flexi CapKotak MF · Flexi Cap· as on May 2026

Weighted portfolio overlap

35.67%

Moderate overlap

Common

Only Aditya

Only Kotak

20 of 114 unique stocks in common · Jaccard: 17.5%

Common holdings

Stock	in Aditya	in Kotak
ICICI BankBanks	5.84%	5.04%
HDFC BankBanks	3.61%	5.37%
State Bank of IndiaBanks	2.71%	4.19%
Reliance IndustriesPetroleum Products	3.19%	2.41%
Bharti AirtelTelecom - Services	2.28%	2.90%
Bharat ForgeAuto Components	2.12%	2.36%
InfosysIT - Software	2.84%	1.82%
Axis BankBanks	1.73%	3.76%
Jindal Steel & PowerFerrous Metals	1.71%	4.19%
Larsen & ToubroConstruction	1.59%	3.94%
Hindalco IndustriesNon - Ferrous Metals	2.23%	1.54%
Kotak Mahindra BankBanks	3.45%	1.30%
Tech MahindraIT - Software	1.62%	1.27%
SRFChemicals & Petrochemicals	1.26%	3.10%
Maruti Suzuki IndiaAutomobiles	1.09%	1.92%
AU Small Finance BankBanks	1.09%	1.60%
EternalRetailing	1.07%	3.20%
Max Financial ServicesInsurance	0.89%	0.82%
Shriram FinanceFinance	0.73%	1.04%
Godrej Consumer ProductsPersonal Products	1.82%	0.47%

FAQ

How much do Aditya Birla Sun Life Flexi Cap Fund and Kotak Flexicap Fund overlap?: They share 20 common holdings, a weighted portfolio overlap of about 35.67% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 35.67% 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.