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7 of 145 unique stocks in common · Jaccard: 4.8%
A weighted portfolio overlap of 6.87% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹6.87 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 Fortis Healthcare, which commands a weight of 1.40% in Aditya Birla Sun Life Small Cap Fund and 4.03% in Kotak Midcap Fund. Holding both schemes increases your concentration in Fortis Healthcare 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 |
|---|---|---|
| Fortis HealthcareHealthcare Services | 1.40% | 4.03% |
| Apar IndustriesElectrical Equipment | 1.31% | 2.22% |
| JK CementCement & Cement Products | 1.07% | 1.94% |
| Indian BankBanks | 0.99% | 2.37% |
| SwiggyRetailing | 0.87% | 1.65% |
| BirlasoftIT - Software | 0.66% | 0.91% |
| Home First Finance Company IndiaFinance | 0.56% | 0.63% |
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.