How much do Aditya Birla Sun Life Large & Mid Cap Fund and Kotak Large & Midcap Fund overlap?

They share 24 common holdings, a weighted portfolio overlap of about 31.3% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 31.3% 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 Large & Mid Cap Fund vs Kotak Large & Midcap Fund

Aditya Birla SL MF · Large & Mid CapKotak MF · Large & Mid Cap· as on May 2026

Weighted portfolio overlap

31.3%

Moderate overlap

Common

Only Aditya

Only Kotak

24 of 116 unique stocks in common · Jaccard: 20.7%

Common holdings

Stock	in Aditya	in Kotak
State Bank of IndiaBanks	3.90%	4.00%
ICICI BankBanks	4.40%	2.92%
Jindal Steel & PowerFerrous Metals	2.29%	2.08%
Bharat ElectronicsAerospace & Defense	2.05%	3.82%
Bajaj FinanceFinance	1.85%	2.03%
EternalRetailing	1.47%	2.99%
Fortis HealthcareHealthcare Services	1.38%	1.45%
Larsen & ToubroConstruction	1.29%	2.50%
Tech MahindraIT - Software	1.29%	1.58%
Bharti AirtelTelecom - Services	1.22%	2.31%
Axis BankBanks	1.22%	2.65%
ABB IndiaElectrical Equipment	1.20%	1.38%
Schaeffler IndiaAuto Components	1.69%	1.16%
InfosysIT - Software	1.11%	1.54%
JK CementCement & Cement Products	2.86%	1.07%
Interglobe AviationTransport Services	0.86%	1.02%
Blue StarConsumer Durables	0.85%	1.05%
Reliance IndustriesPetroleum Products	0.79%	1.58%
Bank of MaharashtraBanks	1.60%	0.79%
Hindustan Petroleum CorporationPetroleum Products	0.77%	1.83%
SwiggyRetailing	1.35%	0.60%
MphasisIT - Software	0.57%	1.66%
Ajanta PharmaPharmaceuticals & Biotechnology	1.76%	0.49%
One 97 CommunicationsFinancial Technology (Fintech)	1.21%	0.37%

FAQ

How much do Aditya Birla Sun Life Large & Mid Cap Fund and Kotak Large & Midcap Fund overlap?: They share 24 common holdings, a weighted portfolio overlap of about 31.3% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 31.3% 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.