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8 of 71 unique stocks in common · Jaccard: 11.3%
A weighted portfolio overlap of 16.92% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹16.92 is allocated to the exact same companies at the same relative proportions. The schemes share 8 common holdings.
The largest overlapping asset in their portfolios is Acutaas Chemicals, which commands a weight of 4.91% in Kotak Consumption Fund and 4.92% in Kotak Healthcare Fund. Holding both schemes increases your concentration in Acutaas Chemicals rather than expanding your diversification.
If the overlap is above 30%, it is typically because both schemes benchmark to the same index (e.g. Nifty 50 or Nifty LargeMidcap 250) or overlap in their top large-cap picks. To improve your portfolio's diversification, consider allocating one of these tranches to a category with lower structural correlation (such as a mid-cap, small-cap, or international equity fund).
| Stock | in Kotak Consumption | in Kotak Healthcare |
|---|---|---|
| Acutaas ChemicalsPharmaceuticals & Biotechnology | 4.91% | 4.92% |
| Park Medi World Limited (Park Hospital)Healthcare Services | 4.25% | 4.20% |
| Ajanta PharmaPharmaceuticals & Biotechnology | 2.00% | 2.20% |
| Jubilant PharmovaPharmaceuticals & Biotechnology | 1.68% | 2.40% |
| Orchid PharmaPharmaceuticals & Biotechnology | 1.36% | 1.70% |
| Innova CaptabsPharmaceuticals & Biotechnology | 1.12% | 1.17% |
| Krishna Institute Of Medical SciencesHealthcare Services | 1.06% | 3.12% |
| Corona RemediesPharmaceuticals & Biotechnology | 0.59% | 1.65% |
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.