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9 of 101 unique stocks in common · Jaccard: 8.9%
A weighted portfolio overlap of 17.34% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹17.34 is allocated to the exact same companies at the same relative proportions. The schemes share 9 common holdings.
The largest overlapping asset in their portfolios is Bharti Airtel, which commands a weight of 6.80% in Kotak Consumption Fund and 3.10% in Tata India Innovation Fund. Holding both schemes increases your concentration in Bharti Airtel 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 | in Tata |
|---|---|---|
| Bharti AirtelTelecom - Services | 6.80% | 3.10% |
| EternalRetailing | 5.98% | 2.71% |
| Acutaas ChemicalsPharmaceuticals & Biotechnology | 4.91% | 2.60% |
| Hero MotoCorpAutomobiles | 4.95% | 2.30% |
| Mahindra & MahindraAutomobiles | 1.83% | 2.31% |
| Maruti Suzuki IndiaAutomobiles | 7.62% | 1.56% |
| SwiggyRetailing | 1.36% | 1.42% |
| Dabur IndiaPersonal Products | 1.06% | 1.52% |
| Orchid PharmaPharmaceuticals & Biotechnology | 1.36% | 0.82% |
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.