How much do Kotak Balanced Advantage Fund and Nippon India Equity Hybrid Fund overlap?

They share 36 common holdings, a weighted portfolio overlap of about 30.93% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 30.93% overlap mean?

Weighted overlap sums the smaller of the two weights for each shared stock, so it approximates how much of the two portfolios coincide. Higher overlap means holding both funds adds less diversification.

Fund overlap

Kotak Balanced Advantage Fund vs Nippon India Equity Hybrid Fund

Kotak MF · HybridNippon India MF · Hybrid· as on May 2026

Weighted portfolio overlap

30.93%

Moderate overlap

Common

Only Kotak

Only Nippon

36 of 158 unique stocks in common · Jaccard: 22.8%

Common holdings

Stock	in Kotak	in Nippon
ICICI BankBanks	3.79%	5.13%
Reliance IndustriesPetroleum Products	3.56%	4.19%
HDFC BankBanks	2.97%	5.10%
State Bank of IndiaBanks	3.43%	2.58%
Bharti AirtelTelecom - Services	2.28%	2.57%
Larsen & ToubroConstruction	2.15%	3.62%
Mahindra & MahindraAutomobiles	1.46%	1.44%
Axis BankBanks	1.37%	3.09%
Interglobe AviationTransport Services	1.16%	0.96%
ITCDiversified FMCG	0.90%	1.67%
NTPCPower	0.82%	3.04%
Sun Pharmaceutical IndustriesPharmaceuticals & Biotechnology	0.72%	2.98%
Hindustan UnileverDiversified FMCG	0.69%	1.29%
ICICI Lombard General Insurance CompanyInsurance	0.64%	0.63%
EternalRetailing	1.39%	0.60%
PB FintechFinancial Technology (Fintech)	0.56%	0.73%
United SpiritsBeverages	0.56%	0.72%
Bharat Petroleum CorporationPetroleum Products	0.80%	0.52%
Tata Consultancy ServicesIT - Software	0.68%	0.39%
Tech MahindraIT - Software	0.74%	0.39%
Apollo TyresAuto Components	0.38%	0.60%
Jindal Steel & PowerFerrous Metals	0.37%	1.80%
Coal IndiaConsumable Fuels	0.33%	0.90%
KEI IndustriesIndustrial Products	0.32%	0.57%
Samvardhana Motherson InternationalAuto Components	0.32%	0.60%
Apollo Hospitals EnterpriseHealthcare Services	0.29%	0.68%
Tata Motors Passenger VehiclesAutomobiles	0.25%	0.43%
CiplaPharmaceuticals & Biotechnology	0.26%	0.21%
Rainbow Childrens MedicareHealthcare Services	0.16%	1.03%
Hindustan AeronauticsAerospace & Defense	0.13%	1.34%
DLFRealty	0.11%	0.91%
TVS Motor CompanyAutomobiles	0.07%	1.22%
InfosysIT - Software	0.05%	2.94%
Tata SteelFerrous Metals	0.03%	1.21%
AstralIndustrial Products	0.02%	0.24%
Fortis HealthcareHealthcare Services	0.01%	0.51%

FAQ

How much do Kotak Balanced Advantage Fund and Nippon India Equity Hybrid Fund overlap?: They share 36 common holdings, a weighted portfolio overlap of about 30.93% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 30.93% overlap mean?: Weighted overlap sums the smaller of the two weights for each shared stock, so it approximates how much of the two portfolios coincide. Higher overlap means holding both funds adds less diversification.

Related comparisons

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.