Loading fund overlap…
17 of 68 unique stocks in common · Jaccard: 25%
A weighted portfolio overlap of 56.93% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹56.93 is allocated to the exact same companies at the same relative proportions. The schemes share 17 common holdings.
The largest overlapping asset in their portfolios is Infosys, which commands a weight of 12.80% in ICICI Prudential Technology Fund and 15.36% 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 | 12.80% | 15.36% |
| Bharti AirtelTelecom - Services | 12.56% | 17.30% |
| Tech MahindraIT - Software | 7.51% | 7.18% |
| MphasisIT - Software | 4.41% | 3.73% |
| CoforgeIT - Software | 4.48% | 3.58% |
| Persistent SystemsIT - Software | 2.54% | 4.06% |
| Bharti HexacomTelecom - Services | 2.32% | 3.53% |
| HCL TechnologiesIT - Software | 2.20% | 2.81% |
| EternalRetailing | 2.18% | 7.14% |
| SwiggyRetailing | 1.91% | 2.66% |
| SagilityIT - Services | 2.39% | 1.58% |
| LTIMindtreeIT - Software | 3.38% | 1.43% |
| Tata Consultancy ServicesIT - Software | 1.26% | 5.99% |
| DelhiveryTransport Services | 0.61% | 1.14% |
| Firstsource SolutionsCommercial Services & Supplies | 0.61% | 1.40% |
| TBO TekLeisure Services | 0.26% | 1.48% |
| Capillary Technologies IndiaIT - Software | 0.18% | 0.90% |
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 Jul 2026). Equity holdings only, ISIN-verified. Not investment advice.