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64 of 734 unique stocks in common · Jaccard: 8.7%
A weighted portfolio overlap of 22.84% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹22.84 is allocated to the exact same companies at the same relative proportions. The schemes share 64 common holdings.
The largest overlapping asset in their portfolios is Bharti Airtel, which commands a weight of 2.70% in IB18-Groww Nifty Total Market Index Fund and 2.16% in Kotak Multicap Fund. Holding both schemes increases your concentration in Bharti Airtel 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 IB18-Groww | in Kotak |
|---|---|---|
| Bharti AirtelTelecom - Services | 2.70% | 2.16% |
| ITCDiversified FMCG | 1.95% | 2.53% |
| State Bank of IndiaBanks | 1.87% | 2.76% |
| Larsen & ToubroConstruction | 2.28% | 1.86% |
| InfosysIT - Software | 2.57% | 1.08% |
| EternalRetailing | 1.07% | 2.24% |
| Hindustan UnileverDiversified FMCG | 1.05% | 1.16% |
| Maruti Suzuki IndiaAutomobiles | 1.02% | 4.35% |
| Tata Consultancy ServicesIT - Software | 1.51% | 1.02% |
| NTPCPower | 0.77% | 2.91% |
| Tata SteelFerrous Metals | 0.73% | 0.75% |
| Ultratech CementCement & Cement Products | 0.68% | 0.63% |
| InterGlobe AviationTransport Services | 0.59% | 1.17% |
| Hindalco IndustriesNon - Ferrous Metals | 0.59% | 0.82% |
| Reliance IndustriesPetroleum Products | 4.85% | 0.55% |
| Shriram FinanceFinance | 0.51% | 2.92% |
| Tech MahindraIT - Software | 0.44% | 1.19% |
| VedantaDiversified Metals | 0.40% | 0.60% |
| Hero MotoCorpAutomobiles | 0.35% | 3.50% |
| Power Finance CorporationFinance | 0.28% | 2.88% |
| Tata MotorsAgricultural, Commercial & Construction Vehicles | 0.26% | 0.60% |
| IndusInd BankBanks | 0.25% | 3.48% |
| Bank of BarodaBanks | 0.25% | 1.62% |
| Indus TowersTelecom - Services | 0.23% | 3.92% |
| SRFChemicals & Petrochemicals | 0.20% | 0.94% |
| United SpiritsBeverages | 0.20% | 1.08% |
| Ashok LeylandAgricultural, Commercial & Construction Vehicles | 0.20% | 1.00% |
| Shree CementCement & Cement Products | 0.18% | 0.98% |
| SwiggyRetailing | 0.17% | 0.96% |
| MphasisIT - Software | 0.15% | 1.40% |
| PI IndustriesFertilizers & Agrochemicals | 0.14% | 0.66% |
| Radico KhaitanBeverages | 0.12% | 3.15% |
| Oil IndiaOil | 0.11% | 1.05% |
| Jubilant FoodworksLeisure Services | 0.11% | 0.62% |
| Tata CommunicationsTelecom - Services | 0.11% | 0.94% |
| Oracle Financial Services SoftwareIT - Software | 0.10% | 1.96% |
| Life Insurance Corporation of IndiaInsurance | 0.10% | 1.11% |
| RBL BankBanks | 0.09% | 1.72% |
| Dalmia BharatCement & Cement Products | 0.08% | 0.99% |
| Kalpataru Projects InternationalConstruction | 0.07% | 1.12% |
| Poonawalla FincorpFinance | 0.07% | 1.71% |
| Bandhan BankBanks | 0.07% | 2.35% |
| Piramal FinanceFinance | 0.07% | 1.37% |
| Tata TechnologiesIT - Services | 0.06% | 0.49% |
| Kajaria CeramicsConsumer Durables | 0.05% | 1.89% |
| The South Indian BankBanks | 0.05% | 1.62% |
| Acutaas ChemicalsPharmaceuticals & Biotechnology | 0.04% | 1.75% |
| Jubilant PharmovaPharmaceuticals & Biotechnology | 0.04% | 0.71% |
| Whirlpool of IndiaConsumer Durables | 0.04% | 0.72% |
| PVR INOXEntertainment | 0.04% | 0.71% |
| NLC IndiaPower | 0.04% | 2.50% |
| Jyoti CNC AutomationIndustrial Manufacturing | 0.04% | 0.84% |
| Engineers IndiaConstruction | 0.03% | 1.42% |
| Sun TV NetworkEntertainment | 0.03% | 1.48% |
| Aditya Birla Sun Life AMCCapital Markets | 0.03% | 1.30% |
| The Jammu & Kashmir BankBanks | 0.02% | 1.90% |
| Yatharth Hospital And Trauma Care ServicesHealthcare Services | 0.01% | 0.96% |
| G R InfraprojectsConstruction | 0.01% | 0.85% |
| Ashoka BuildconConstruction | 0.01% | 0.48% |
| Isgec Heavy EngineeringConstruction | 0.01% | 0.26% |
| Indigo PaintsConsumer Durables | 0.01% | 0.40% |
| SubrosIndustrial Products | 0.01% | 0.67% |
| Heritage FoodsFood Products | 0.01% | 0.17% |
| The India CementsCement & Cement Products | 0.01% | 0.72% |
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.