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

They share 16 common holdings, a weighted portfolio overlap of about 16.57% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.

What does 16.57% 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 Small Cap Fund ^ vs Kotak Small Cap Fund

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

Weighted portfolio overlap

16.57%

Low overlap

Common

Only Franklin

Only Kotak

16 of 148 unique stocks in common · Jaccard: 10.8%

Common holdings

Stock	in Franklin	in Kotak
Aster DM HealthcareHealthcare Services	1.80%	4.63%
Metropolis HealthcareHealthcare Services	1.75%	1.99%
Medplus Health ServicesRetailing	1.53%	1.80%
Brigade EnterprisesRealty	1.82%	1.51%
Axis BankBanks	1.40%	1.58%
Crompton Greaves Consumer ElectricalsConsumer Durables	1.63%	1.31%
Jubilant IngreviaChemicals & Petrochemicals	1.12%	1.32%
V-Mart RetailRetailing	1.10%	1.32%
Ujjivan Small Finance BankBanks	1.02%	1.10%
Karur Vysya BankBanks	1.08%	0.93%
Rolex RingsAuto Components	0.76%	0.69%
Angel OneCapital Markets	1.98%	0.61%
AtulChemicals & Petrochemicals	1.06%	0.57%
Ratnamani Metals & TubesIndustrial Products	0.46%	1.35%
JB Chemicals & PharmaceuticalsPharmaceuticals & Biotechnology	0.41%	0.87%
Hexaware TechnologiesIT - Software	1.40%	0.35%

FAQ

How much do Franklin India Small Cap Fund ^ and Kotak Small Cap Fund overlap?: They share 16 common holdings, a weighted portfolio overlap of about 16.57% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.
What does 16.57% 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.