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13 of 89 unique stocks in common · Jaccard: 14.6%
A weighted portfolio overlap of 23.03% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹23.03 is allocated to the exact same companies at the same relative proportions. The schemes share 13 common holdings.
The largest overlapping asset in their portfolios is Bharti Airtel, which commands a weight of 3.69% in Kotak ELSS Tax Saver Fund and 5.18% in Kotak Infrastructure and Economic Reform 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 ELSS | in Kotak Infrastructure |
|---|---|---|
| Bharti AirtelTelecom - Services | 3.69% | 5.18% |
| Larsen & ToubroConstruction | 2.71% | 10.38% |
| BoschAuto Components | 2.13% | 2.69% |
| Kalpataru Projects InternationalConstruction | 1.90% | 3.45% |
| Solar Industries IndiaChemicals & Petrochemicals | 1.82% | 4.13% |
| Ultratech CementCement & Cement Products | 1.81% | 2.89% |
| Reliance IndustriesPetroleum Products | 1.80% | 7.98% |
| InterGlobe AviationTransport Services | 1.65% | 1.50% |
| Park Medi World Limited (Park Hospital)Healthcare Services | 1.25% | 1.49% |
| Engineers IndiaConstruction | 1.23% | 1.75% |
| NTPCPower | 3.34% | 1.14% |
| Indus TowersTelecom - Services | 1.03% | 4.17% |
| ABB IndiaElectrical Equipment | 1.02% | 1.54% |
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.