How much do Kotak Consumption Fund and Kotak Rural Opportunities Fund overlap?

They share 13 common holdings, a weighted portfolio overlap of about 24.42% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 24.42% 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 Consumption Fund vs Kotak Rural Opportunities Fund

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

Weighted portfolio overlap

24.42%

Moderate overlap

Common

Only Kotak Consumption

Only Kotak Rural

13 of 77 unique stocks in common · Jaccard: 16.9%

Common holdings

Stock	in Kotak Consumption	in Kotak Rural
Bharti AirtelTelecom - Services	6.80%	9.20%
Britannia IndustriesFood Products	3.62%	3.01%
Mahindra & MahindraAutomobiles	1.83%	7.66%
Godrej Consumer ProductsPersonal Products	1.71%	1.97%
Hindustan UnileverDiversified FMCG	4.00%	1.69%
ITCDiversified FMCG	1.66%	1.85%
Eicher MotorsAutomobiles	1.61%	1.99%
V.S.T Tillers TractorsAgricultural, Commercial & Construction Vehicles	1.51%	2.77%
Avanti FeedsFood Products	1.44%	4.58%
Maruti Suzuki IndiaAutomobiles	7.62%	0.99%
EmamiPersonal Products	0.81%	3.69%
MRFAuto Components	0.74%	2.79%
Crompton Greaves Consumer ElectricalsConsumer Durables	2.53%	0.62%

FAQ

How much do Kotak Consumption Fund and Kotak Rural Opportunities Fund overlap?: They share 13 common holdings, a weighted portfolio overlap of about 24.42% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 24.42% 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.