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7 of 86 unique stocks in common · Jaccard: 8.1%
A weighted portfolio overlap of 12.8% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹12.8 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 Reliance Industries, which commands a weight of 4.65% in Franklin India Opportunities Fund and 7.98% in Kotak Infrastructure and Economic Reform Fund. Holding both schemes increases your concentration in Reliance Industries 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 Franklin | in Kotak |
|---|---|---|
| Reliance IndustriesPetroleum Products | 4.65% | 7.98% |
| Shriram FinanceFinance | 4.02% | 1.79% |
| Ultratech CementCement & Cement Products | 1.50% | 2.89% |
| AIA EngineeringIndustrial Products | 2.93% | 1.36% |
| InterGlobe AviationTransport Services | 1.19% | 1.50% |
| Indus TowersTelecom - Services | 1.17% | 4.17% |
| NTPCPower | 3.32% | 1.14% |
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.