How much do ICICI Prudential Banking & Financial Services Fund and Kotak Business Cycle Fund overlap?

They share 9 common holdings, a weighted portfolio overlap of about 21.48% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 21.48% 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

ICICI Prudential Banking & Financial Services Fund vs Kotak Business Cycle Fund

ICICI Pru MF · Sectoral / ThematicKotak MF · Sectoral / Thematic· as on May 2026

Weighted portfolio overlap

21.48%

Moderate overlap

Common

Only ICICI

Only Kotak

9 of 84 unique stocks in common · Jaccard: 10.7%

Common holdings

Stock	in ICICI	in Kotak
ICICI BankBanks	12.95%	7.96%
Axis BankBanks	8.76%	4.19%
HDFC BankBanks	13.32%	2.64%
ICICI Lombard General Insurance CompanyInsurance	3.00%	1.98%
SBI Life Insurance CompanyInsurance	3.78%	1.94%
Aptus Value Housing Finance IndiaFinance	1.75%	1.22%
Medi Assist Healthcare ServicesInsurance	1.00%	0.76%
360 One WamCapital Markets	0.50%	2.33%
CMS Info SystemsCommercial Services & Supplies	0.29%	0.85%

FAQ

How much do ICICI Prudential Banking & Financial Services Fund and Kotak Business Cycle Fund overlap?: They share 9 common holdings, a weighted portfolio overlap of about 21.48% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 21.48% 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.