How much do Kotak Banking and Financial Services Fund and Lic Mf Unit Linked Insurance Scheme overlap?

They share 7 common holdings, a weighted portfolio overlap of about 20.26% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 20.26% 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 Banking and Financial Services Fund vs Lic Mf Unit Linked Insurance Scheme

Kotak MF · Sectoral / ThematicLIC MF · Sectoral / Thematic· as on May 2026

Weighted portfolio overlap

20.26%

Moderate overlap

Common

Only Kotak

Only Lic

7 of 68 unique stocks in common · Jaccard: 10.3%

Common holdings

Stock	in Kotak	in Lic
ICICI BankBanks	11.21%	8.00%
HDFC BankBanks	11.75%	4.26%
Bajaj FinanceFinance	5.73%	2.69%
Axis BankBanks	8.08%	2.57%
Kotak Mahindra BankBanks	3.41%	1.37%
State Bank of IndiaBanks	8.37%	1.36%
The Federal BankBanks	0.01%	1.13%

FAQ

How much do Kotak Banking and Financial Services Fund and Lic Mf Unit Linked Insurance Scheme overlap?: They share 7 common holdings, a weighted portfolio overlap of about 20.26% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 20.26% 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.