Loading fund overlap…
5 of 65 unique stocks in common · Jaccard: 7.7%
A weighted portfolio overlap of 11.2% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹11.2 is allocated to the exact same companies at the same relative proportions. The schemes share 5 common holdings.
The largest overlapping asset in their portfolios is Park Medi World Limited (Park Hospital), which commands a weight of 4.20% in Kotak Healthcare Fund and 3.62% in Kotak Special Opportunities Fund. Holding both schemes increases your concentration in Park Medi World Limited (Park Hospital) 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 Healthcare | in Kotak Special |
|---|---|---|
| Park Medi World Limited (Park Hospital)Healthcare Services | 4.20% | 3.62% |
| Jubilant PharmovaPharmaceuticals & Biotechnology | 2.40% | 4.29% |
| Marksans PharmaPharmaceuticals & Biotechnology | 2.20% | 4.45% |
| Orchid PharmaPharmaceuticals & Biotechnology | 1.70% | 2.38% |
| Yatharth Hospital And Trauma Care ServicesHealthcare Services | 1.28% | 1.73% |
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.