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6 of 126 unique stocks in common · Jaccard: 4.8%
A weighted portfolio overlap of 6.07% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹6.07 is allocated to the exact same companies at the same relative proportions. The schemes share 6 common holdings.
The largest overlapping asset in their portfolios is Kajaria Ceramics, which commands a weight of 2.22% in Franklin India Small Cap Fund ^ and 1.86% in Kotak Consumption Fund. Holding both schemes increases your concentration in Kajaria Ceramics 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 |
|---|---|---|
| Kajaria CeramicsConsumer Durables | 2.22% | 1.86% |
| Crompton Greaves Consumer ElectricalsConsumer Durables | 1.63% | 2.53% |
| Sapphire Foods IndiaLeisure Services | 1.00% | 0.85% |
| EmamiPersonal Products | 1.12% | 0.81% |
| Greenpanel IndustriesConsumer Durables | 0.47% | 2.67% |
| Vedant FashionsRetailing | 0.45% | 0.49% |
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.