Loading fund overlap…
7 of 117 unique stocks in common · Jaccard: 6%
A weighted portfolio overlap of 9.58% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹9.58 is allocated to the exact same companies at the same relative proportions. The schemes share 7 common holdings.
The largest overlapping asset in their portfolios is JK Cement, which commands a weight of 2.24% in Aditya Birla Sun Life Infrastructure Fund and 1.94% in Kotak Midcap Fund. Holding both schemes increases your concentration in JK Cement 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 |
|---|---|---|
| JK CementCement & Cement Products | 2.24% | 1.94% |
| Bharat ElectronicsAerospace & Defense | 1.65% | 2.13% |
| Schaeffler IndiaAuto Components | 1.58% | 1.92% |
| GE Vernova T&D IndiaElectrical Equipment | 1.49% | 4.22% |
| Hindustan Petroleum CorporationPetroleum Products | 1.39% | 1.41% |
| Jindal SteelFerrous Metals | 1.76% | 0.96% |
| Apollo Hospitals EnterpriseHealthcare Services | 1.99% | 0.57% |
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.