How much do Franklin India Mid Cap Fund ^ and Kotak Midcap Fund overlap?

They share 22 common holdings, a weighted portfolio overlap of about 26.88% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 26.88% 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

Franklin India Mid Cap Fund ^ vs Kotak Midcap Fund

Franklin Templeton MF · Mid CapKotak MF · Mid Cap· as on May 2026

Weighted portfolio overlap

26.88%

Moderate overlap

Common

Only Franklin

Only Kotak

22 of 116 unique stocks in common · Jaccard: 19%

Common holdings

Stock	in Franklin	in Kotak
MphasisIT - Software	2.14%	2.79%
The Federal BankBanks	2.44%	2.14%
IPCA LaboratoriesPharmaceuticals & Biotechnology	1.84%	2.91%
SRFChemicals & Petrochemicals	1.63%	1.70%
Max Financial ServicesInsurance	1.45%	1.47%
JK CementCement & Cement Products	1.43%	1.94%
SwiggyRetailing	1.36%	1.65%
Oberoi RealtyRealty	1.36%	2.10%
Dixon Technologies (India)Consumer Durables	1.28%	2.10%
HDB Financial ServicesFinance	1.20%	1.61%
ICICI Lombard General Insurance CompanyInsurance	1.90%	1.18%
Poonawalla FincorpFinance	1.13%	1.16%
Deepak NitriteChemicals & Petrochemicals	1.51%	1.06%
Hindustan Petroleum CorporationPetroleum Products	1.00%	1.41%
Bharti HexacomTelecom - Services	0.96%	1.76%
Aster DM HealthcareHealthcare Services	1.06%	0.89%
Bharat ElectronicsAerospace & Defense	0.88%	2.13%
PI IndustriesFertilizers & Agrochemicals	0.85%	1.33%
Coromandel InternationalFertilizers & Agrochemicals	0.83%	1.55%
Max Healthcare InstituteHealthcare Services	1.11%	0.80%
Vishal Mega MartRetailing	0.77%	2.67%
Persistent SystemsIT - Software	0.71%	1.62%

FAQ

How much do Franklin India Mid Cap Fund ^ and Kotak Midcap Fund overlap?: They share 22 common holdings, a weighted portfolio overlap of about 26.88% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 26.88% 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.