How much do ICICI Prudential Energy Opportunities Fund and Kotak Infrastructure and Economic Reform Fund overlap?

They share 15 common holdings, a weighted portfolio overlap of about 20.52% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 20.52% 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 Energy Opportunities Fund vs Kotak Infrastructure and Economic Reform Fund

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

Weighted portfolio overlap

20.52%

Moderate overlap

Common

Only ICICI

Only Kotak

15 of 102 unique stocks in common · Jaccard: 14.7%

Common holdings

Stock	in ICICI	in Kotak
Reliance IndustriesPetroleum Products	9.24%	7.98%
Kalpataru Projects InternationalConstruction	2.41%	3.45%
Emmvee Photovoltaic PowerElectrical Equipment	2.53%	1.68%
ABB IndiaElectrical Equipment	1.23%	1.54%
NTPCPower	7.45%	1.14%
Ratnamani Metals & TubesIndustrial Products	1.08%	1.54%
V-Guard IndustriesConsumer Durables	0.97%	1.16%
Oil IndiaOil	3.90%	0.90%
Cummins IndiaIndustrial Products	0.87%	2.71%
Engineers IndiaConstruction	0.53%	1.75%
Petronet LNGGas	0.51%	0.92%
Atlanta ElectricalsElectrical Equipment	0.51%	2.21%
Larsen & ToubroConstruction	0.42%	10.38%
Carborundum UniversalIndustrial Products	0.20%	1.55%
G R InfraprojectsConstruction	0.09%	1.36%

FAQ

How much do ICICI Prudential Energy Opportunities Fund and Kotak Infrastructure and Economic Reform Fund overlap?: They share 15 common holdings, a weighted portfolio overlap of about 20.52% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 20.52% 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.