How much do Kotak ESG Exclusionary Strategy Fund and Lic Mf Unit Linked Insurance Scheme overlap?

They share 13 common holdings, a weighted portfolio overlap of about 29.07% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 29.07% 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 Lic Mf Unit Linked Insurance Scheme

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

Weighted portfolio overlap

29.07%

Moderate overlap

Common

Only Kotak

Only Lic

13 of 76 unique stocks in common · Jaccard: 17.1%

Common holdings

Stock	in Kotak	in Lic
ICICI BankBanks	5.10%	8.00%
HDFC BankBanks	6.04%	4.26%
InfosysIT - Software	4.71%	2.97%
Bajaj FinanceFinance	4.06%	2.69%
Axis BankBanks	4.18%	2.57%
Bharti AirtelTelecom - Services	7.42%	2.14%
Avenue SupermartsRetailing	1.81%	2.17%
Tata Consultancy ServicesIT - Software	2.02%	1.72%
State Bank of IndiaBanks	3.52%	1.36%
Kotak Mahindra BankBanks	1.30%	1.37%
SRFChemicals & Petrochemicals	1.21%	2.22%
Hindustan UnileverDiversified FMCG	1.17%	1.05%
Maruti Suzuki IndiaAutomobiles	0.89%	1.49%

FAQ

How much do Kotak ESG Exclusionary Strategy Fund and Lic Mf Unit Linked Insurance Scheme overlap?: They share 13 common holdings, a weighted portfolio overlap of about 29.07% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 29.07% 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.