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9 of 87 unique stocks in common · Jaccard: 10.3%
A weighted portfolio overlap of 20.52% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹20.52 is allocated to the exact same companies at the same relative proportions. The schemes share 9 common holdings.
The largest overlapping asset in their portfolios is Bharti Airtel, which commands a weight of 7.42% in Kotak ESG Exclusionary Strategy 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 ESG | in Kotak Infrastructure |
|---|---|---|
| Bharti AirtelTelecom - Services | 7.42% | 5.18% |
| Larsen & ToubroConstruction | 4.47% | 10.38% |
| Ultratech CementCement & Cement Products | 3.73% | 2.89% |
| BoschAuto Components | 2.23% | 2.69% |
| Shriram FinanceFinance | 3.46% | 1.79% |
| Indus TowersTelecom - Services | 1.33% | 4.17% |
| Power Finance CorporationFinance | 1.04% | 1.29% |
| Apollo TyresAuto Components | 0.80% | 0.89% |
| NTPCPower | 0.79% | 1.14% |
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.