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10 of 84 unique stocks in common · Jaccard: 11.9%
A weighted portfolio overlap of 21.23% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹21.23 is allocated to the exact same companies at the same relative proportions. The schemes share 10 common holdings.
The largest overlapping asset in their portfolios is Fortis Healthcare, which commands a weight of 3.87% in Kotak Focused Fund and 4.03% in Kotak Midcap Fund. Holding both schemes increases your concentration in Fortis Healthcare 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 Midcap |
|---|---|---|
| Fortis HealthcareHealthcare Services | 3.87% | 4.03% |
| GE Vernova T&D IndiaElectrical Equipment | 3.04% | 4.22% |
| KEI IndustriesIndustrial Products | 3.91% | 2.98% |
| Bharat ElectronicsAerospace & Defense | 3.60% | 2.13% |
| EternalRetailing | 4.20% | 2.04% |
| SRFChemicals & Petrochemicals | 2.20% | 1.70% |
| Persistent SystemsIT - Software | 1.63% | 1.62% |
| BSECapital Markets | 2.84% | 1.39% |
| Blue StarConsumer Durables | 1.87% | 1.30% |
| Poonawalla FincorpFinance | 2.45% | 1.16% |
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.