Loading fund overlap…
9 of 102 unique stocks in common · Jaccard: 8.8%
A weighted portfolio overlap of 9.34% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹9.34 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 Eternal, which commands a weight of 4.75% in Kotak ESG Exclusionary Strategy Fund and 2.04% in Kotak Midcap Fund. Holding both schemes increases your concentration in Eternal 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 Midcap |
|---|---|---|
| EternalRetailing | 4.75% | 2.04% |
| Bharat ForgeAuto Components | 2.38% | 1.28% |
| SRFChemicals & Petrochemicals | 1.21% | 1.70% |
| Power Finance CorporationFinance | 1.04% | 1.64% |
| Indian BankBanks | 1.01% | 2.37% |
| Hindustan Petroleum CorporationPetroleum Products | 0.96% | 1.41% |
| Bank of BarodaBanks | 0.82% | 0.70% |
| Apollo TyresAuto Components | 0.80% | 0.68% |
| JK CementCement & Cement Products | 0.42% | 1.94% |
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.