Loading fund overlap…
15 of 88 unique stocks in common · Jaccard: 17%
A weighted portfolio overlap of 21.13% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹21.13 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 3.27% in SBI Equity Hybrid 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 | in SBI |
|---|---|---|
| Bharti AirtelTelecom - Services | 3.36% | 3.27% |
| State Bank of IndiaBanks | 2.89% | 3.79% |
| HDFC BankBanks | 3.26% | 2.39% |
| Bajaj FinanceFinance | 2.09% | 2.49% |
| InfosysIT - Software | 1.79% | 1.65% |
| Solar Industries IndiaChemicals & Petrochemicals | 1.58% | 3.89% |
| ICICI BankBanks | 1.51% | 4.04% |
| Jindal SteelFerrous Metals | 1.23% | 1.01% |
| Vishal Mega MartRetailing | 0.84% | 1.01% |
| Reliance IndustriesPetroleum Products | 0.82% | 2.36% |
| NTPCPower | 0.79% | 0.88% |
| SwiggyRetailing | 1.01% | 0.71% |
| Oberoi RealtyRealty | 0.60% | 0.91% |
| Max Healthcare InstituteHealthcare Services | 0.51% | 0.80% |
| MRFAuto Components | 0.47% | 2.50% |
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.