How much do Aditya Birla Sun Life PSU Equity Fund and Kotak Services Fund overlap?

They share 6 common holdings, a weighted portfolio overlap of about 21.77% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 21.77% 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 PSU Equity Fund vs Kotak Services Fund

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

Weighted portfolio overlap

21.77%

Moderate overlap

Common

Only Aditya

Only Kotak

6 of 65 unique stocks in common · Jaccard: 9.2%

Common holdings

Stock	in Aditya	in Kotak
State Bank of IndiaBanks	18.08%	9.11%
Power Grid Corporation of IndiaPower	7.44%	7.66%
PNB Housing FinanceFinance	3.39%	3.88%
Bank of BarodaBanks	3.38%	0.88%
NTPCPower	8.71%	0.70%
Container Corporation of IndiaTransport Services	0.49%	0.25%

FAQ

How much do Aditya Birla Sun Life PSU Equity Fund and Kotak Services Fund overlap?: They share 6 common holdings, a weighted portfolio overlap of about 21.77% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 21.77% 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.