Loading fund overlap…
16 of 68 unique stocks in common · Jaccard: 23.5%
A weighted portfolio overlap of 53.72% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹53.72 is allocated to the exact same companies at the same relative proportions. The schemes share 16 common holdings.
The largest overlapping asset in their portfolios is Infosys, which commands a weight of 13.37% in ICICI Prudential Technology Fund and 17.10% in Kotak Technology Fund. Holding both schemes increases your concentration in Infosys 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 |
|---|---|---|
| InfosysIT - Software | 13.37% | 17.10% |
| Bharti AirtelTelecom - Services | 12.22% | 17.39% |
| Tech MahindraIT - Software | 8.48% | 6.99% |
| MphasisIT - Software | 4.33% | 3.92% |
| CoforgeIT - Software | 3.91% | 2.37% |
| Persistent SystemsIT - Software | 2.01% | 4.68% |
| Bharti HexacomTelecom - Services | 1.98% | 3.56% |
| EternalRetailing | 1.95% | 6.42% |
| HCL TechnologiesIT - Software | 1.89% | 3.17% |
| Tata Consultancy ServicesIT - Software | 1.89% | 6.20% |
| SwiggyRetailing | 1.75% | 2.61% |
| LTIMindtreeIT - Software | 3.00% | 1.44% |
| DelhiveryTransport Services | 0.58% | 1.16% |
| Firstsource SolutionsCommercial Services & Supplies | 0.54% | 1.32% |
| WiproIT - Software | 0.44% | 1.04% |
| PhysicswallahOther Consumer Services | 0.39% | 1.91% |
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.