How much do ICICI Prudential Long Term Wealth Enhancement Fund and Kotak Rural Opportunities Fund overlap?

They share 5 common holdings, a weighted portfolio overlap of about 13.63% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.

What does 13.63% 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 Long Term Wealth Enhancement Fund vs Kotak Rural Opportunities Fund

ICICI Pru MF · Equity (Diversified)Kotak MF · Sectoral / Thematic· as on May 2026

Weighted portfolio overlap

13.63%

Low overlap

Common

Only ICICI

Only Kotak

5 of 64 unique stocks in common · Jaccard: 7.8%

Common holdings

Stock	in ICICI	in Kotak
Bharti AirtelTelecom - Services	4.91%	9.20%
TVS Motor CompanyAutomobiles	9.41%	3.16%
State Bank of IndiaBanks	2.64%	8.85%
Britannia IndustriesFood Products	1.94%	3.01%
Maruti Suzuki IndiaAutomobiles	8.61%	0.99%

FAQ

How much do ICICI Prudential Long Term Wealth Enhancement Fund and Kotak Rural Opportunities Fund overlap?: They share 5 common holdings, a weighted portfolio overlap of about 13.63% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.
What does 13.63% 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.