How much do Kotak Balanced Advantage Fund and Nippon India Multi Asset Fund overlap?

They share 35 common holdings, a weighted portfolio overlap of about 22.47% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 22.47% 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 Multi Asset Fund

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

Weighted portfolio overlap

22.47%

Moderate overlap

Common

Only Kotak

Only Nippon

35 of 160 unique stocks in common · Jaccard: 21.9%

Common holdings

Stock	in Kotak	in Nippon
ICICI BankBanks	3.79%	3.13%
HDFC BankBanks	2.97%	3.53%
Reliance IndustriesPetroleum Products	3.56%	1.88%
Larsen & ToubroConstruction	2.15%	1.84%
Axis BankBanks	1.37%	1.35%
State Bank of IndiaBanks	3.43%	1.17%
ITCDiversified FMCG	0.90%	1.47%
NTPCPower	0.82%	1.44%
EternalRetailing	1.39%	0.80%
Tech MahindraIT - Software	0.74%	0.81%
Bharat Petroleum CorporationPetroleum Products	0.80%	0.70%
Tata Consultancy ServicesIT - Software	0.68%	1.35%
Power Finance CorporationFinance	0.59%	1.27%
Hindalco IndustriesNon - Ferrous Metals	0.80%	0.57%
ICICI Lombard General Insurance CompanyInsurance	0.64%	0.53%
BoschAuto Components	0.49%	0.56%
Bharat ElectronicsAerospace & Defense	0.41%	0.75%
Indus TowersTelecom - Services	0.51%	0.40%
Bharat Heavy ElectricalsElectrical Equipment	0.39%	0.72%
Oil & Natural Gas CorporationOil	0.35%	0.73%
Bajaj AutoAutomobiles	0.34%	0.55%
Coal IndiaConsumable Fuels	0.33%	0.95%
Samvardhana Motherson InternationalAuto Components	0.32%	0.50%
Grasim IndustriesCement & Cement Products	0.14%	0.93%
Hindustan AeronauticsAerospace & Defense	0.13%	0.88%
DLFRealty	0.11%	0.64%
Alkem LaboratoriesPharmaceuticals & Biotechnology	0.08%	0.62%
Cummins IndiaIndustrial Products	0.08%	0.68%
TVS Motor CompanyAutomobiles	0.07%	0.63%
ABB IndiaElectrical Equipment	0.05%	0.73%
InfosysIT - Software	0.05%	0.87%
Mankind PharmaPharmaceuticals & Biotechnology	0.03%	0.54%
Exide IndustriesAuto Components	0.01%	0.53%
GAIL (India)Gas	0.01%	0.67%
Sona BLW Precision ForgingsAuto Components	0.01%	0.42%

FAQ

How much do Kotak Balanced Advantage Fund and Nippon India Multi Asset Fund overlap?: They share 35 common holdings, a weighted portfolio overlap of about 22.47% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 22.47% 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.