How much do HDFC Flexi Cap Fund and Kotak Midcap Fund overlap?

They share 13 common holdings, a weighted portfolio overlap of about 7.12% (low overlap — mostly different holdings), as on Apr 2026. Information only, not investment advice.

What does 7.12% 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

HDFC Flexi Cap Fund vs Kotak Midcap Fund

HDFC MF · Flexi CapKotak MF · Mid Cap· as on Apr 2026

Weighted portfolio overlap

7.12%

Low overlap

Common

Only HDFC

Only Kotak

Common holdings

Stock	in HDFC	in Kotak
Eternal LimitedRetailing	2.55%	1.70%
Persistent Systems LimitedIT - Software	1.17%	1.53%
Max Healthcare Institute LimitedHealthcare Services	1.42%	0.83%
Vishal Mega Mart LtdRetailing	0.71%	2.34%
Bank of BarodaBanks	1.36%	0.70%
BSE LimitedCapital Markets	0.40%	2.04%
United Spirits LimitedBeverages	0.76%	0.38%
Aster DM Healthcare LimitedHealthcare Services	0.37%	0.87%
Dixon Technologies (India) LimitedConsumer Durables	0.35%	2.07%
Swiggy LtdRetailing	0.29%	1.76%
Birlasoft LimitedIT - Software	0.16%	1.08%
Hindustan Petroleum Corporation LimitedPetroleum Products	0.04%	1.36%
Bharat Electronics LimitedAerospace & Defense	0.02%	2.28%

FAQ

How much do HDFC Flexi Cap Fund and Kotak Midcap Fund overlap?: They share 13 common holdings, a weighted portfolio overlap of about 7.12% (low overlap — mostly different holdings), as on Apr 2026. Information only, not investment advice.
What does 7.12% 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.

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 Apr 2026). Equity holdings only, ISIN-verified. Not investment advice.