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25 of 142 unique stocks in common · Jaccard: 17.6%
A weighted portfolio overlap of 19.13% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹19.13 is allocated to the exact same companies at the same relative proportions. The schemes share 25 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 9.87% in Tata Nifty500 Multicap Infrastructure 50-30-20 Index 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 Tata |
|---|---|---|
| Bharti AirtelTelecom - Services | 6.13% | 9.87% |
| NTPCPower | 2.85% | 3.22% |
| Adani Ports and Special Economic ZoneTransport Infrastructure | 2.69% | 2.34% |
| Indus TowersTelecom - Services | 4.08% | 2.07% |
| Reliance IndustriesPetroleum Products | 1.50% | 9.35% |
| Larsen & ToubroConstruction | 1.28% | 8.41% |
| Oil IndiaOil | 0.71% | 0.94% |
| Vodafone IdeaTelecom - Services | 0.65% | 1.40% |
| Ultratech CementCement & Cement Products | 0.21% | 2.39% |
| Apollo Hospitals EnterpriseHealthcare Services | 0.19% | 1.48% |
| Jyoti CNC AutomationIndustrial Manufacturing | 0.17% | 0.25% |
| NBCC (India)Construction | 0.16% | 0.52% |
| Power Grid Corporation of IndiaPower | 0.16% | 2.31% |
| Grasim IndustriesCement & Cement Products | 0.14% | 2.09% |
| The Phoenix MillsRealty | 0.12% | 1.20% |
| Fortis HealthcareHealthcare Services | 0.09% | 1.75% |
| Godrej PropertiesRealty | 0.08% | 0.95% |
| Prestige Estates ProjectsRealty | 0.08% | 0.84% |
| Bharat Heavy ElectricalsElectrical Equipment | 0.06% | 2.20% |
| The Indian Hotels CompanyLeisure Services | 0.05% | 1.01% |
| Tata Power CompanyPower | 0.04% | 1.24% |
| UNO MindaAuto Components | 0.02% | 0.72% |
| Container Corporation of IndiaTransport Services | 0.01% | 0.58% |
| GMR AirportsTransport Infrastructure | 0.01% | 1.30% |
| Sona BLW Precision ForgingsAuto Components | 0.01% | 1.36% |
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.