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12 of 72 unique stocks in common · Jaccard: 16.7%
A weighted portfolio overlap of 34.07% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹34.07 is allocated to the exact same companies at the same relative proportions. The schemes share 12 common holdings.
The largest overlapping asset in their portfolios is Bharti Airtel, which commands a weight of 6.80% in Kotak Consumption Fund and 6.51% in UTI - India Consumer 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 UTI |
|---|---|---|
| Bharti AirtelTelecom - Services | 6.80% | 6.51% |
| Maruti Suzuki IndiaAutomobiles | 7.62% | 6.07% |
| EternalRetailing | 5.98% | 8.66% |
| Hindustan UnileverDiversified FMCG | 4.00% | 2.50% |
| Hero MotoCorpAutomobiles | 4.95% | 2.24% |
| Mahindra & MahindraAutomobiles | 1.83% | 9.11% |
| Varun BeveragesBeverages | 2.56% | 1.71% |
| Avenue SupermartsRetailing | 1.70% | 2.75% |
| ITCDiversified FMCG | 1.66% | 3.17% |
| Jubilant FoodworksLeisure Services | 1.79% | 1.64% |
| Eicher MotorsAutomobiles | 1.61% | 4.50% |
| United FoodbrandsLeisure Services | 1.77% | 0.62% |
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.