How much do Kotak Business Cycle Fund and Nippon India Retirement Fund - Wealth Creation Scheme overlap?

They share 12 common holdings, a weighted portfolio overlap of about 27.09% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 27.09% 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 Nippon India Retirement Fund - Wealth Creation Scheme

Kotak MF · Sectoral / ThematicNippon India MF · Solution-Oriented· as on May 2026

Weighted portfolio overlap

27.09%

Moderate overlap

Common

Only Kotak

Only Nippon

12 of 94 unique stocks in common · Jaccard: 12.8%

Common holdings

Stock	in Kotak	in Nippon
ICICI BankBanks	7.96%	7.44%
Axis BankBanks	4.19%	3.63%
HDFC BankBanks	2.64%	6.15%
EternalRetailing	3.21%	2.19%
ICICI Lombard General Insurance CompanyInsurance	1.98%	1.94%
InfosysIT - Software	1.77%	2.30%
Reliance IndustriesPetroleum Products	1.50%	6.64%
Ultratech CementCement & Cement Products	1.90%	1.45%
NTPCPower	1.36%	2.47%
Brigade EnterprisesRealty	1.30%	1.39%
SBI Life Insurance CompanyInsurance	1.94%	1.05%
Hindustan AeronauticsAerospace & Defense	0.82%	1.15%

FAQ

How much do Kotak Business Cycle Fund and Nippon India Retirement Fund - Wealth Creation Scheme overlap?: They share 12 common holdings, a weighted portfolio overlap of about 27.09% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 27.09% 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.