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15 of 66 unique stocks in common · Jaccard: 22.7%
A weighted portfolio overlap of 33.61% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹33.61 is allocated to the exact same companies at the same relative proportions. The schemes share 15 common holdings.
The largest overlapping asset in their portfolios is Hero MotoCorp, which commands a weight of 4.95% in Kotak Consumption Fund and 4.20% in Kotak Special Opportunities Fund. Holding both schemes increases your concentration in Hero MotoCorp 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 Special |
|---|---|---|
| Hero MotoCorpAutomobiles | 4.95% | 4.20% |
| Radico KhaitanBeverages | 5.18% | 4.10% |
| Maruti Suzuki IndiaAutomobiles | 7.62% | 3.73% |
| Park Medi World Limited (Park Hospital)Healthcare Services | 4.25% | 3.62% |
| MidwestConsumer Durables | 3.20% | 3.62% |
| Ola Electric MobilityAutomobiles | 2.49% | 2.48% |
| PVR INOXEntertainment | 1.76% | 3.14% |
| Jubilant PharmovaPharmaceuticals & Biotechnology | 1.68% | 4.29% |
| United FoodbrandsLeisure Services | 1.77% | 1.56% |
| Avanti FeedsFood Products | 1.44% | 2.86% |
| Sun TV NetworkEntertainment | 1.38% | 2.81% |
| Orchid PharmaPharmaceuticals & Biotechnology | 1.36% | 2.38% |
| SwiggyRetailing | 1.36% | 1.81% |
| Indigo PaintsConsumer Durables | 0.89% | 2.57% |
| Sapphire Foods IndiaLeisure Services | 0.85% | 1.93% |
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.