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20 of 97 unique stocks in common · Jaccard: 20.6%
A weighted portfolio overlap of 28.98% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹28.98 is allocated to the exact same companies at the same relative proportions. The schemes share 20 common holdings.
The largest overlapping asset in their portfolios is Maruti Suzuki India, which commands a weight of 7.62% in Kotak Consumption Fund and 4.35% in Kotak Multicap Fund. Holding both schemes increases your concentration in Maruti Suzuki India 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 Multicap |
|---|---|---|
| Maruti Suzuki IndiaAutomobiles | 7.62% | 4.35% |
| Hero MotoCorpAutomobiles | 4.95% | 3.50% |
| Radico KhaitanBeverages | 5.18% | 3.15% |
| EternalRetailing | 5.98% | 2.24% |
| Bharti AirtelTelecom - Services | 6.80% | 2.16% |
| Kajaria CeramicsConsumer Durables | 1.86% | 1.89% |
| Acutaas ChemicalsPharmaceuticals & Biotechnology | 4.91% | 1.75% |
| ITCDiversified FMCG | 1.66% | 2.53% |
| Sun TV NetworkEntertainment | 1.38% | 1.48% |
| Hindustan UnileverDiversified FMCG | 4.00% | 1.16% |
| SwiggyRetailing | 1.36% | 0.96% |
| PokarnaConsumer Durables | 1.56% | 0.73% |
| Jubilant PharmovaPharmaceuticals & Biotechnology | 1.68% | 0.71% |
| PVR INOXEntertainment | 1.76% | 0.71% |
| SubrosIndustrial Products | 1.08% | 0.67% |
| Jubilant FoodworksLeisure Services | 1.79% | 0.62% |
| Innova CaptabsPharmaceuticals & Biotechnology | 1.12% | 0.58% |
| Indigo PaintsConsumer Durables | 0.89% | 0.40% |
| Navneet EducationHousehold Products | 0.31% | 0.42% |
| Orchid PharmaPharmaceuticals & Biotechnology | 1.36% | 0.08% |
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.