How much do Aditya Birla Sun Life Infrastructure Fund and Kotak Infrastructure and Economic Reform Fund overlap?

They share 17 common holdings, a weighted portfolio overlap of about 33.58% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 33.58% 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 Infrastructure Fund vs Kotak Infrastructure and Economic Reform Fund

Aditya Birla SL MF · Sectoral / ThematicKotak MF · Sectoral / Thematic· as on May 2026

Weighted portfolio overlap

33.58%

Moderate overlap

Common

Only Aditya

Only Kotak

17 of 92 unique stocks in common · Jaccard: 18.5%

Common holdings

Stock	in Aditya	in Kotak
Larsen & ToubroConstruction	5.72%	10.38%
Bharti AirtelTelecom - Services	5.36%	5.18%
Reliance IndustriesPetroleum Products	4.01%	7.98%
Ultratech CementCement & Cement Products	3.47%	2.89%
Bharat ElectronicsAerospace & Defense	1.65%	1.72%
ABB IndiaElectrical Equipment	1.83%	1.54%
Cummins IndiaIndustrial Products	1.53%	2.71%
Interglobe AviationTransport Services	1.59%	1.50%
Schaeffler IndiaAuto Components	1.58%	1.47%
Kalpataru Projects InternationalConstruction	1.36%	3.45%
AIA EngineeringIndustrial Products	1.36%	1.36%
Carborundum UniversalIndustrial Products	1.33%	1.55%
NTPCPower	4.34%	1.14%
Sansera EngineeringAuto Components	1.04%	1.20%
Petronet LNGGas	1.26%	0.92%
H.G. Infra EngineeringConstruction	1.11%	0.48%
Brigade EnterprisesRealty	0.83%	0.47%

FAQ

How much do Aditya Birla Sun Life Infrastructure Fund and Kotak Infrastructure and Economic Reform Fund overlap?: They share 17 common holdings, a weighted portfolio overlap of about 33.58% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 33.58% 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.