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8 of 97 unique stocks in common · Jaccard: 8.2%
A weighted portfolio overlap of 21.54% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹21.54 is allocated to the exact same companies at the same relative proportions. The schemes share 8 common holdings.
The largest overlapping asset in their portfolios is Bharti Airtel, which commands a weight of 4.79% in Kotak Focused Fund and 9.87% in Tata Nifty500 Multicap Infrastructure 50-30-20 Index 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 Tata |
|---|---|---|
| Bharti AirtelTelecom - Services | 4.79% | 9.87% |
| Reliance IndustriesPetroleum Products | 4.05% | 9.35% |
| NTPCPower | 3.35% | 3.22% |
| Larsen & ToubroConstruction | 2.65% | 8.41% |
| Ultratech CementCement & Cement Products | 2.82% | 2.39% |
| Fortis HealthcareHealthcare Services | 3.87% | 1.75% |
| InterGlobe AviationTransport Services | 2.64% | 1.75% |
| Krishna Institute Of Medical SciencesHealthcare Services | 2.39% | 0.94% |
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.