How much do Kotak Flexicap Fund and Tata Flexi Cap Fund overlap?

They share 19 common holdings, a weighted portfolio overlap of about 36.87% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 36.87% 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 Flexicap Fund vs Tata Flexi Cap Fund

Kotak MF · Flexi CapTata MF · Flexi Cap· as on May 2026

Weighted portfolio overlap

36.87%

Moderate overlap

Common

Only Kotak

Only Tata

19 of 95 unique stocks in common · Jaccard: 20%

Common holdings

Stock	in Kotak	in Tata
HDFC BankBanks	5.37%	5.75%
ICICI BankBanks	5.04%	5.49%
Axis BankBanks	3.76%	3.63%
Bharti AirtelTelecom - Services	2.90%	3.56%
Larsen & ToubroConstruction	3.94%	2.75%
Reliance IndustriesPetroleum Products	2.41%	4.31%
Maruti Suzuki IndiaAutomobiles	1.92%	2.38%
InfosysIT - Software	1.82%	1.66%
NTPCPower	1.48%	2.61%
Kotak Mahindra BankBanks	1.30%	1.29%
IndusInd BankBanks	1.25%	1.60%
Bharat ForgeAuto Components	2.36%	1.21%
Jindal Steel & PowerFerrous Metals	4.19%	1.15%
The Ramco CementsCement & Cement Products	1.22%	1.08%
Tata Consultancy ServicesIT - Software	1.07%	1.53%
Indus TowersTelecom - Services	1.05%	1.59%
Bharat Petroleum CorporationPetroleum Products	1.03%	0.65%
Ambuja CementsCement & Cement Products	0.49%	2.33%
Godrej Consumer ProductsPersonal Products	0.47%	1.56%

FAQ

How much do Kotak Flexicap Fund and Tata Flexi Cap Fund overlap?: They share 19 common holdings, a weighted portfolio overlap of about 36.87% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 36.87% 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.