Loading fund overlap…
7 of 80 unique stocks in common · Jaccard: 8.8%
A weighted portfolio overlap of 18.99% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹18.99 is allocated to the exact same companies at the same relative proportions. The schemes share 7 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 4.72% in Nippon India Power & Infra 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 Nippon |
|---|---|---|
| Bharti AirtelTelecom - Services | 7.42% | 4.72% |
| Larsen & ToubroConstruction | 4.47% | 5.70% |
| Ultratech CementCement & Cement Products | 3.73% | 4.45% |
| BoschAuto Components | 2.23% | 4.07% |
| SiemensElectrical Equipment | 1.72% | 2.09% |
| Indus TowersTelecom - Services | 1.33% | 3.17% |
| NTPCPower | 0.79% | 5.76% |
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.