How much do Kotak ESG Exclusionary Strategy Fund and Kotak Rural Opportunities Fund overlap?

They share 15 common holdings, a weighted portfolio overlap of about 30.1% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 30.1% overlap mean?

Weighted overlap sums the smaller of the two weights for each shared stock, so it approximates how much of the two portfolios coincide. Higher overlap means holding both funds adds less diversification.

Fund overlap

Kotak ESG Exclusionary Strategy Fund vs Kotak Rural Opportunities Fund

Kotak MF · Sectoral / ThematicKotak MF · Sectoral / Thematic· as on May 2026

Weighted portfolio overlap

30.1%

Moderate overlap

Common

Only Kotak ESG

Only Kotak Rural

15 of 77 unique stocks in common · Jaccard: 19.5%

Common holdings

Stock	in Kotak ESG	in Kotak Rural
Bharti AirtelTelecom - Services	7.42%	9.20%
State Bank of IndiaBanks	3.52%	8.85%
Shriram FinanceFinance	3.46%	3.14%
Ultratech CementCement & Cement Products	3.73%	2.89%
Bajaj FinanceFinance	4.06%	2.57%
Godrej Consumer ProductsPersonal Products	2.01%	1.97%
Britannia IndustriesFood Products	1.55%	3.01%
Indus TowersTelecom - Services	1.33%	2.50%
Hindustan UnileverDiversified FMCG	1.17%	1.69%
Mahindra & MahindraAutomobiles	0.91%	7.66%
Maruti Suzuki IndiaAutomobiles	0.89%	0.99%
SRFChemicals & Petrochemicals	1.21%	0.85%
NTPCPower	0.79%	3.16%
Indian BankBanks	1.01%	0.63%
Bank of BarodaBanks	0.82%	0.47%

FAQ

How much do Kotak ESG Exclusionary Strategy Fund and Kotak Rural Opportunities Fund overlap?: They share 15 common holdings, a weighted portfolio overlap of about 30.1% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 30.1% overlap mean?: Weighted overlap sums the smaller of the two weights for each shared stock, so it approximates how much of the two portfolios coincide. Higher overlap means holding both funds adds less diversification.

Related comparisons

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.