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17 of 89 unique stocks in common · Jaccard: 19.1%
A weighted portfolio overlap of 35.95% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹35.95 is allocated to the exact same companies at the same relative proportions. The schemes share 17 common holdings.
The largest overlapping asset in their portfolios is Bharti Airtel, which commands a weight of 7.23% in ICICI Prudential Bharat Consumption Fund and 6.80% in Kotak Consumption 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 ICICI | in Kotak |
|---|---|---|
| Bharti AirtelTelecom - Services | 7.23% | 6.80% |
| EternalRetailing | 6.14% | 5.98% |
| Maruti Suzuki IndiaAutomobiles | 4.54% | 7.62% |
| Hindustan UnileverDiversified FMCG | 7.29% | 4.00% |
| Britannia IndustriesFood Products | 2.18% | 3.62% |
| Mahindra & MahindraAutomobiles | 5.45% | 1.83% |
| Jubilant FoodworksLeisure Services | 2.38% | 1.79% |
| Avenue SupermartsRetailing | 2.16% | 1.70% |
| ITCDiversified FMCG | 4.05% | 1.66% |
| Godrej Consumer ProductsPersonal Products | 1.16% | 1.71% |
| Honasa ConsumerPersonal Products | 1.53% | 0.97% |
| Dabur IndiaPersonal Products | 0.88% | 1.06% |
| PVR INOXEntertainment | 0.78% | 1.76% |
| Crompton Greaves Consumer ElectricalsConsumer Durables | 0.57% | 2.53% |
| Vedant FashionsRetailing | 1.14% | 0.49% |
| SwiggyRetailing | 0.36% | 1.36% |
| Sapphire Foods IndiaLeisure Services | 0.26% | 0.85% |
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.