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57 of 746 unique stocks in common · Jaccard: 7.6%
A weighted portfolio overlap of 7.17% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹7.17 is allocated to the exact same companies at the same relative proportions. The schemes share 57 common holdings.
The largest overlapping asset in their portfolios is ICICI Bank, which commands a weight of 4.63% in IB18-Groww Nifty Total Market Index Fund and 1.86% in Kotak Small Cap Fund. Holding both schemes increases your concentration in ICICI Bank 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 |
|---|---|---|
| ICICI BankBanks | 4.63% | 1.86% |
| Axis BankBanks | 1.70% | 1.58% |
| Shriram FinanceFinance | 0.51% | 1.92% |
| Avenue SupermartsRetailing | 0.29% | 1.28% |
| ICICI Lombard General Insurance CompanyInsurance | 0.23% | 1.21% |
| SwiggyRetailing | 0.17% | 0.70% |
| Vishal Mega MartRetailing | 0.15% | 1.43% |
| Mankind PharmaPharmaceuticals & Biotechnology | 0.13% | 1.06% |
| JK CementCement & Cement Products | 0.13% | 0.91% |
| Blue StarConsumer Durables | 0.12% | 1.24% |
| 360 One WamCapital Markets | 0.12% | 0.97% |
| Karur Vysya BankBanks | 0.11% | 0.93% |
| Crompton Greaves Consumer ElectricalsConsumer Durables | 0.09% | 1.31% |
| Krishna Institute Of Medical SciencesHealthcare Services | 0.09% | 3.60% |
| Schaeffler IndiaAuto Components | 0.08% | 1.18% |
| Aster DM HealthcareHealthcare Services | 0.07% | 4.63% |
| KFin TechnologiesCapital Markets | 0.07% | 1.19% |
| Brigade EnterprisesRealty | 0.07% | 1.51% |
| Kalpataru Projects InternationalConstruction | 0.07% | 2.62% |
| Bharti HexacomTelecom - Services | 0.07% | 1.17% |
| Poonawalla FincorpFinance | 0.07% | 0.40% |
| JB Chemicals & PharmaceuticalsPharmaceuticals & Biotechnology | 0.07% | 0.87% |
| Five Star Business FinanceFinance | 0.06% | 1.74% |
| Ajanta PharmaPharmaceuticals & Biotechnology | 0.05% | 1.88% |
| Carborundum UniversalIndustrial Products | 0.05% | 1.37% |
| CyientIT - Services | 0.05% | 1.69% |
| Ujjivan Small Finance BankBanks | 0.05% | 1.10% |
| Home First Finance Company IndiaFinance | 0.05% | 0.87% |
| AtulChemicals & Petrochemicals | 0.04% | 0.57% |
| Hexaware TechnologiesIT - Software | 0.04% | 0.35% |
| PVR INOXEntertainment | 0.04% | 0.52% |
| Aptus Value Housing Finance IndiaFinance | 0.04% | 1.66% |
| SagilityIT - Services | 0.04% | 1.07% |
| V-Guard IndustriesConsumer Durables | 0.03% | 1.38% |
| Devyani InternationalLeisure Services | 0.03% | 1.22% |
| Techno Electric & Engineering CompanyConstruction | 0.03% | 2.21% |
| Sansera EngineeringAuto Components | 0.03% | 3.34% |
| Ratnamani Metals & TubesIndustrial Products | 0.03% | 1.35% |
| Jubilant IngreviaChemicals & Petrochemicals | 0.03% | 1.32% |
| CMS Info SystemsCommercial Services & Supplies | 0.03% | 1.13% |
| Medplus Health ServicesRetailing | 0.03% | 1.80% |
| Balrampur Chini MillsAgricultural Food & Other Products | 0.03% | 1.26% |
| Metropolis HealthcareHealthcare Services | 0.02% | 1.99% |
| Alembic PharmaceuticalsPharmaceuticals & Biotechnology | 0.02% | 1.42% |
| Vijaya Diagnostic CentreHealthcare Services | 0.02% | 4.04% |
| Century Plyboards (India)Consumer Durables | 0.02% | 2.53% |
| R R KabelIndustrial Products | 0.02% | 1.15% |
| Minda CorporationAuto Components | 0.02% | 2.32% |
| Mahindra Lifespace DevelopersRealty | 0.02% | 1.10% |
| Blue Dart ExpressTransport Services | 0.02% | 1.13% |
| V-Mart RetailRetailing | 0.02% | 1.32% |
| Garware Technical FibresTextiles & Apparels | 0.02% | 1.72% |
| G R InfraprojectsConstruction | 0.01% | 0.69% |
| Cello WorldConsumer Durables | 0.01% | 0.69% |
| Sheela FoamConsumer Durables | 0.01% | 0.59% |
| Max EstatesRealty | 0.01% | 0.60% |
| Dhanuka AgritechFertilizers & Agrochemicals | 0.01% | 0.86% |
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.