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15 of 90 unique stocks in common · Jaccard: 16.7%
A weighted portfolio overlap of 21.52% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹21.52 is allocated to the exact same companies at the same relative proportions. The schemes share 15 common holdings.
The largest overlapping asset in their portfolios is Bharti Airtel, which commands a weight of 3.36% in Kotak Aggressive Hybrid Fund and 9.20% in Kotak Rural Opportunities Fund. Holding both schemes increases your concentration in Bharti Airtel 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 Aggressive | in Kotak Rural |
|---|---|---|
| Bharti AirtelTelecom - Services | 3.36% | 9.20% |
| State Bank of IndiaBanks | 2.89% | 8.85% |
| Ultratech CementCement & Cement Products | 2.38% | 2.89% |
| Shriram FinanceFinance | 2.22% | 3.14% |
| Cholamandalam Investment and Finance CompanyFinance | 2.78% | 2.13% |
| Bajaj FinanceFinance | 2.09% | 2.57% |
| Avanti FeedsFood Products | 1.09% | 4.58% |
| Tata Power CompanyPower | 0.97% | 1.90% |
| Poonawalla FincorpFinance | 0.89% | 1.30% |
| SRFChemicals & Petrochemicals | 1.23% | 0.85% |
| NTPCPower | 0.79% | 3.16% |
| Indian BankBanks | 0.76% | 0.63% |
| Bank of BarodaBanks | 1.42% | 0.47% |
| MRFAuto Components | 0.47% | 2.79% |
| V.S.T Tillers TractorsAgricultural, Commercial & Construction Vehicles | 0.29% | 2.77% |
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.