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11 of 96 unique stocks in common · Jaccard: 11.5%
A weighted portfolio overlap of 22.85% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹22.85 is allocated to the exact same companies at the same relative proportions. The schemes share 11 common holdings.
The largest overlapping asset in their portfolios is Bharti Airtel, which commands a weight of 5.36% in Aditya Birla Sun Life Infrastructure Fund and 7.42% in Kotak ESG Exclusionary Strategy Fund. Holding both schemes increases your concentration in Bharti Airtel rather than expanding your diversification.
If the overlap is above 30%, it is typically because both schemes benchmark to the same index (e.g. Nifty 50 or Nifty LargeMidcap 250) or overlap in their top large-cap picks. To improve your portfolio's diversification, consider allocating one of these tranches to a category with lower structural correlation (such as a mid-cap, small-cap, or international equity fund).
| Stock | in Aditya | in Kotak |
|---|---|---|
| Bharti AirtelTelecom - Services | 5.36% | 7.42% |
| Larsen & ToubroConstruction | 5.72% | 4.47% |
| Ultratech CementCement & Cement Products | 3.47% | 3.73% |
| State Bank of IndiaBanks | 1.82% | 3.52% |
| ICICI BankBanks | 1.80% | 5.10% |
| SiemensElectrical Equipment | 1.39% | 1.72% |
| Axis BankBanks | 1.33% | 4.18% |
| Ambuja CementsCement & Cement Products | 1.05% | 1.82% |
| Hindustan Petroleum CorporationPetroleum Products | 1.39% | 0.96% |
| NTPCPower | 4.34% | 0.79% |
| JK CementCement & Cement Products | 2.24% | 0.42% |
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.