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19 of 111 unique stocks in common · Jaccard: 17.1%
A weighted portfolio overlap of 19.49% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹19.49 is allocated to the exact same companies at the same relative proportions. The schemes share 19 common holdings.
The largest overlapping asset in their portfolios is Bharti Airtel, which commands a weight of 6.13% in Kotak Equity Savings Fund and 8.10% in Kotak Services 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 Equity | in Kotak Services |
|---|---|---|
| Bharti AirtelTelecom - Services | 6.13% | 8.10% |
| State Bank of IndiaBanks | 2.77% | 9.11% |
| ICICI BankBanks | 2.14% | 9.78% |
| HDFC BankBanks | 2.88% | 1.92% |
| Axis BankBanks | 1.31% | 10.10% |
| Bank of BarodaBanks | 0.93% | 0.88% |
| PNB Housing FinanceFinance | 0.84% | 3.88% |
| NTPCPower | 2.85% | 0.70% |
| Emmvee Photovoltaic PowerElectrical Equipment | 1.47% | 0.66% |
| Bajaj FinanceFinance | 0.62% | 3.60% |
| EternalRetailing | 0.92% | 0.44% |
| Tata Consultancy ServicesIT - Software | 0.28% | 1.24% |
| InfosysIT - Software | 0.20% | 4.35% |
| United SpiritsBeverages | 0.20% | 1.19% |
| Power Grid Corporation of IndiaPower | 0.16% | 7.66% |
| Titan CompanyConsumer Durables | 0.14% | 4.25% |
| The Indian Hotels CompanyLeisure Services | 0.05% | 0.49% |
| Crompton Greaves Consumer ElectricalsConsumer Durables | 0.04% | 0.13% |
| Container Corporation of IndiaTransport Services | 0.01% | 0.25% |
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.