How much do Kotak BSE PSU Index Fund and SBI PSU Fund overlap?

They share 16 common holdings, a weighted portfolio overlap of about 59.23% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 59.23% 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 BSE PSU Index Fund vs SBI PSU Fund

Kotak MF · Index FundSBI MF · Equity (Diversified)· as on May 2026

Weighted portfolio overlap

59.23%

Moderate overlap

Common

Only Kotak

Only SBI

16 of 64 unique stocks in common · Jaccard: 25%

Common holdings

Stock	in Kotak	in SBI
State Bank of IndiaBanks	18.34%	16.86%
NTPCPower	8.41%	9.06%
Bharat ElectronicsAerospace & Defense	6.74%	8.84%
Power Grid Corporation of IndiaPower	6.05%	8.78%
Oil & Natural Gas CorporationOil	4.75%	5.90%
Bharat Petroleum CorporationPetroleum Products	2.66%	4.39%
Bharat Heavy ElectricalsElectrical Equipment	2.46%	4.11%
Bank of BarodaBanks	2.29%	5.33%
GAIL (India)Gas	2.03%	9.52%
National Aluminium CompanyNon - Ferrous Metals	1.75%	3.22%
NMDCMinerals & Mining	1.38%	3.72%
Indian BankBanks	1.34%	3.07%
Life Insurance Corporation of IndiaInsurance	0.95%	1.63%
Gujarat GasGas	0.72%	2.13%
General Insurance Corporation of IndiaInsurance	0.55%	2.40%
Engineers IndiaConstruction	0.29%	1.12%

FAQ

How much do Kotak BSE PSU Index Fund and SBI PSU Fund overlap?: They share 16 common holdings, a weighted portfolio overlap of about 59.23% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 59.23% 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.