How much do Kotak Banking and Financial Services Fund and SBI Banking And Financial Services Fund overlap?

They share 14 common holdings, a weighted portfolio overlap of about 49.19% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 49.19% 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 SBI Banking And Financial Services Fund

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

Weighted portfolio overlap

49.19%

Moderate overlap

Common

Only Kotak

Only SBI

14 of 55 unique stocks in common · Jaccard: 25.5%

Common holdings

Stock	in Kotak	in SBI
ICICI BankBanks	11.21%	12.80%
State Bank of IndiaBanks	8.37%	8.67%
Axis BankBanks	8.08%	6.21%
HDFC BankBanks	11.75%	5.90%
Kotak Mahindra BankBanks	3.41%	9.98%
Bajaj FinanceFinance	5.73%	2.46%
Cholamandalam Investment and Finance CompanyFinance	2.07%	2.08%
SBI Life Insurance CompanyInsurance	2.01%	2.74%
Bank of BarodaBanks	1.99%	2.95%
Shriram FinanceFinance	4.66%	1.83%
Aptus Value Housing Finance IndiaFinance	1.62%	1.87%
The South Indian BankBanks	1.05%	1.92%
Computer Age Management ServicesCapital Markets	0.91%	1.87%
RBL BankBanks	1.51%	0.15%

FAQ

How much do Kotak Banking and Financial Services Fund and SBI Banking And Financial Services Fund overlap?: They share 14 common holdings, a weighted portfolio overlap of about 49.19% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 49.19% 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.