How much do Kotak Flexicap Fund and UTI - Flexi Cap Fund. overlap?

They share 9 common holdings, a weighted portfolio overlap of about 22.52% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 22.52% 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 UTI - Flexi Cap Fund.

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

Weighted portfolio overlap

22.52%

Moderate overlap

Common

Only Kotak

Only UTI

9 of 102 unique stocks in common · Jaccard: 8.8%

Common holdings

Stock	in Kotak	in UTI
HDFC BankBanks	5.37%	5.18%
ICICI BankBanks	5.04%	6.18%
EternalRetailing	3.20%	5.70%
Bharti AirtelTelecom - Services	2.90%	3.44%
Maruti Suzuki IndiaAutomobiles	1.92%	2.18%
Bajaj FinanceFinance	1.82%	6.13%
Kotak Mahindra BankBanks	1.30%	3.59%
AU Small Finance BankBanks	1.60%	0.99%
InfosysIT - Software	1.82%	0.17%

FAQ

How much do Kotak Flexicap Fund and UTI - Flexi Cap Fund. overlap?: They share 9 common holdings, a weighted portfolio overlap of about 22.52% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 22.52% 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.