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5 of 70 unique stocks in common · Jaccard: 7.1%
A weighted portfolio overlap of 14.99% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹14.99 is allocated to the exact same companies at the same relative proportions. The schemes share 5 common holdings.
The largest overlapping asset in their portfolios is Eternal, which commands a weight of 5.98% in Kotak Consumption Fund and 5.08% in UTI Focused Fund. Holding both schemes increases your concentration in Eternal 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 UTI |
|---|---|---|
| EternalRetailing | 5.98% | 5.08% |
| Bharti AirtelTelecom - Services | 6.80% | 3.86% |
| Maruti Suzuki IndiaAutomobiles | 7.62% | 2.22% |
| Ajanta PharmaPharmaceuticals & Biotechnology | 2.00% | 2.61% |
| Mahindra & MahindraAutomobiles | 1.83% | 2.89% |
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.