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9 of 70 unique stocks in common · Jaccard: 12.9%
A weighted portfolio overlap of 22.22% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹22.22 is allocated to the exact same companies at the same relative proportions. The schemes share 9 common holdings.
The largest overlapping asset in their portfolios is Bharti Airtel, which commands a weight of 4.79% in Kotak Focused Fund and 5.18% in Kotak Infrastructure and Economic Reform 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 Focused | in Kotak Infrastructure |
|---|---|---|
| Bharti AirtelTelecom - Services | 4.79% | 5.18% |
| Reliance IndustriesPetroleum Products | 4.05% | 7.98% |
| Ultratech CementCement & Cement Products | 2.82% | 2.89% |
| Larsen & ToubroConstruction | 2.65% | 10.38% |
| Shriram FinanceFinance | 4.66% | 1.79% |
| Astra Microwave ProductsAerospace & Defense | 2.80% | 1.76% |
| Bharat ElectronicsAerospace & Defense | 3.60% | 1.72% |
| InterGlobe AviationTransport Services | 2.64% | 1.50% |
| NTPCPower | 3.35% | 1.14% |
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.