How much do IB45-Groww BSE Power ETF and Kotak Energy Opportunities Fund overlap?

They share 9 common holdings, a weighted portfolio overlap of about 28.7% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 28.7% 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

IB45-Groww BSE Power ETF vs Kotak Energy Opportunities Fund

Groww MF · ETFKotak MF · Sectoral / Thematic· as on May 2026

Weighted portfolio overlap

28.7%

Moderate overlap

Common

Only IB45-Groww

Only Kotak

9 of 42 unique stocks in common · Jaccard: 21.4%

Common holdings

Stock	in IB45-Groww	in Kotak
NTPCPower	21.06%	9.54%
Power Grid Corporation of IndiaPower	17.28%	4.30%
ABB IndiaElectrical Equipment	3.64%	4.83%
SiemensElectrical Equipment	3.62%	4.70%
Tata Power CompanyPower	8.85%	2.80%
Torrent PowerPower	3.32%	1.89%
NHPCPower	3.47%	1.75%
ThermaxElectrical Equipment	1.63%	0.74%
Suzlon EnergyElectrical Equipment	9.42%	0.42%

FAQ

How much do IB45-Groww BSE Power ETF and Kotak Energy Opportunities Fund overlap?: They share 9 common holdings, a weighted portfolio overlap of about 28.7% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 28.7% 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.