Loading fund overlap…
5 of 175 unique stocks in common · Jaccard: 2.9%
A weighted portfolio overlap of 0.05% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹0.05 is allocated to the exact same companies at the same relative proportions. The schemes share 5 common holdings.
The largest overlapping asset in their portfolios is Canara Bank, which commands a weight of 0.01% in Kotak Arbitrage Fund and 0.92% in SBI Arbitrage Opportunities Fund. Holding both schemes increases your concentration in Canara Bank 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 |
|---|---|---|
| Canara BankBanks | 0.01% | 0.92% |
| ICICI BankBanks | 0.01% | 2.74% |
| Inox WindElectrical Equipment | 0.01% | 0.13% |
| Maruti Suzuki IndiaAutomobiles | 0.01% | 0.70% |
| TVS Motor CompanyAutomobiles | 0.01% | 1.02% |
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.