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8 of 119 unique stocks in common · Jaccard: 6.7%
A weighted portfolio overlap of 12.59% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹12.59 is allocated to the exact same companies at the same relative proportions. The schemes share 8 common holdings.
The largest overlapping asset in their portfolios is State Bank of India, which commands a weight of 3.38% in Aditya Birla Sun Life Multi-Cap Fund and 8.85% in Kotak Rural Opportunities Fund. Holding both schemes increases your concentration in State Bank of India 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 |
|---|---|---|
| State Bank of IndiaBanks | 3.38% | 8.85% |
| Indus TowersTelecom - Services | 2.55% | 2.50% |
| Mahindra & MahindraAutomobiles | 1.48% | 7.66% |
| Shriram FinanceFinance | 1.41% | 3.14% |
| Sansera EngineeringAuto Components | 1.49% | 1.26% |
| Ultratech CementCement & Cement Products | 1.26% | 2.89% |
| TVS Motor CompanyAutomobiles | 1.03% | 3.16% |
| VedantaDiversified Metals | 0.91% | 0.27% |
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.