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5 of 107 unique stocks in common · Jaccard: 4.7%
A weighted portfolio overlap of 6.73% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹6.73 is allocated to the exact same companies at the same relative proportions. The schemes share 5 common holdings.
The largest overlapping asset in their portfolios is Maruti Suzuki India, which commands a weight of 4.09% in ICICI Prudential Business Cycle Fund and 3.73% in Kotak Special Opportunities Fund. Holding both schemes increases your concentration in Maruti Suzuki India 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 |
|---|---|---|
| Maruti Suzuki IndiaAutomobiles | 4.09% | 3.73% |
| Hero MotoCorpAutomobiles | 2.07% | 4.20% |
| Oberoi RealtyRealty | 0.53% | 1.80% |
| SwiggyRetailing | 0.34% | 1.81% |
| Carborundum UniversalIndustrial Products | 0.07% | 3.18% |
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.