How much do Kotak Business Cycle Fund and Lic Mf Unit Linked Insurance Scheme overlap?

They share 7 common holdings, a weighted portfolio overlap of about 19.91% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.

What does 19.91% 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 Business Cycle Fund vs Lic Mf Unit Linked Insurance Scheme

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

Weighted portfolio overlap

19.91%

Low overlap

Common

Only Kotak

Only Lic

7 of 84 unique stocks in common · Jaccard: 8.3%

Common holdings

Stock	in Kotak	in Lic
ICICI BankBanks	7.96%	8.00%
HDFC BankBanks	2.64%	4.26%
Axis BankBanks	4.19%	2.57%
Avenue SupermartsRetailing	1.99%	2.17%
InfosysIT - Software	1.77%	2.97%
Maruti Suzuki IndiaAutomobiles	2.50%	1.49%
Reliance IndustriesPetroleum Products	1.50%	1.49%

FAQ

How much do Kotak Business Cycle Fund and Lic Mf Unit Linked Insurance Scheme overlap?: They share 7 common holdings, a weighted portfolio overlap of about 19.91% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.
What does 19.91% 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.