How much do ICICI Prudential BSE Midcap Select ETF and Kotak Midcap Fund overlap?

They share 10 common holdings, a weighted portfolio overlap of about 21.13% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 21.13% 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 BSE Midcap Select ETF vs Kotak Midcap Fund

ICICI Pru MF · ETFKotak MF · Mid Cap· as on May 2026

Weighted portfolio overlap

21.13%

Moderate overlap

Common

Only ICICI

Only Kotak

10 of 84 unique stocks in common · Jaccard: 11.9%

Common holdings

Stock	in ICICI	in Kotak
GE Vernova T&D IndiaElectrical Equipment	4.72%	4.22%
Fortis HealthcareHealthcare Services	3.64%	4.03%
MphasisIT - Software	2.24%	2.79%
The Federal BankBanks	5.35%	2.14%
Dixon Technologies (India)Consumer Durables	3.58%	2.10%
Persistent SystemsIT - Software	4.25%	1.62%
Max Financial ServicesInsurance	3.31%	1.47%
Hindustan Petroleum CorporationPetroleum Products	2.83%	1.41%
Bharat ForgeAuto Components	3.94%	1.28%
VoltasConsumer Durables	2.11%	1.00%

FAQ

How much do ICICI Prudential BSE Midcap Select ETF and Kotak Midcap Fund overlap?: They share 10 common holdings, a weighted portfolio overlap of about 21.13% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 21.13% 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.