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16 of 119 unique stocks in common · Jaccard: 13.4%
A weighted portfolio overlap of 18.02% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹18.02 is allocated to the exact same companies at the same relative proportions. The schemes share 16 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 3.27% in SBI Equity Hybrid 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 SBI |
|---|---|---|
| Bharti AirtelTelecom - Services | 6.13% | 3.27% |
| State Bank of IndiaBanks | 2.77% | 3.79% |
| HDFC BankBanks | 2.88% | 2.39% |
| ICICI BankBanks | 2.14% | 4.04% |
| Reliance IndustriesPetroleum Products | 1.50% | 2.36% |
| Larsen & ToubroConstruction | 1.28% | 2.50% |
| NTPCPower | 2.85% | 0.88% |
| ITCDiversified FMCG | 2.07% | 0.79% |
| Shree CementCement & Cement Products | 0.69% | 1.78% |
| Bajaj FinanceFinance | 0.62% | 2.49% |
| SwiggyRetailing | 0.53% | 0.71% |
| Hindalco IndustriesNon - Ferrous Metals | 0.38% | 1.74% |
| Tata Consultancy ServicesIT - Software | 0.28% | 1.08% |
| DLFRealty | 0.24% | 0.91% |
| InfosysIT - Software | 0.20% | 1.65% |
| Varun BeveragesBeverages | 0.06% | 0.21% |
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.