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12 of 78 unique stocks in common · Jaccard: 15.4%
A weighted portfolio overlap of 19.38% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹19.38 is allocated to the exact same companies at the same relative proportions. The schemes share 12 common holdings.
The largest overlapping asset in their portfolios is Eternal, which commands a weight of 3.85% in Kotak Aggressive Hybrid Fund and 4.11% in Lic Mf Technology Fund. Holding both schemes increases your concentration in Eternal 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 Lic |
|---|---|---|
| EternalRetailing | 3.85% | 4.11% |
| Bharti AirtelTelecom - Services | 3.36% | 8.65% |
| GE Vernova T&D IndiaElectrical Equipment | 3.01% | 2.01% |
| InfosysIT - Software | 1.79% | 8.56% |
| MphasisIT - Software | 1.63% | 3.17% |
| Oracle Financial Services SoftwareIT - Software | 1.43% | 3.10% |
| Apar IndustriesElectrical Equipment | 1.72% | 1.10% |
| BSECapital Markets | 1.01% | 2.08% |
| LG Electronics IndiaConsumer Durables | 0.95% | 1.96% |
| Polycab IndiaIndustrial Products | 0.86% | 2.02% |
| Techno Electric & Engineering CompanyConstruction | 0.99% | 0.84% |
| Tech MahindraIT - Software | 0.55% | 5.21% |
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.