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14 of 65 unique stocks in common · Jaccard: 21.5%
A weighted portfolio overlap of 23.02% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹23.02 is allocated to the exact same companies at the same relative proportions. The schemes share 14 common holdings.
The largest overlapping asset in their portfolios is Bajaj Finance, which commands a weight of 3.38% in Kotak Active Momentum Fund and 7.02% in SBI Quant Fund. Holding both schemes increases your concentration in Bajaj Finance 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 Kotak | in SBI |
|---|---|---|
| Bajaj FinanceFinance | 3.38% | 7.02% |
| CoforgeIT - Software | 2.92% | 3.61% |
| AU Small Finance BankBanks | 2.58% | 5.21% |
| Nestle IndiaFood Products | 2.16% | 5.50% |
| Hero MotoCorpAutomobiles | 2.11% | 5.47% |
| Aurobindo PharmaPharmaceuticals & Biotechnology | 1.73% | 2.66% |
| Mahindra & Mahindra Financial ServicesFinance | 2.55% | 1.63% |
| NMDCMinerals & Mining | 1.53% | 2.57% |
| Tech MahindraIT - Software | 1.50% | 4.35% |
| Bajaj AutoAutomobiles | 1.37% | 5.64% |
| L&T FinanceFinance | 3.92% | 0.90% |
| Alkem LaboratoriesPharmaceuticals & Biotechnology | 1.76% | 0.71% |
| Asian PaintsConsumer Durables | 0.33% | 4.15% |
| Reliance IndustriesPetroleum Products | 1.98% | 0.17% |
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.