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13 of 51 unique stocks in common · Jaccard: 25.5%
A weighted portfolio overlap of 32.3% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹32.3 is allocated to the exact same companies at the same relative proportions. The schemes share 13 common holdings.
The largest overlapping asset in their portfolios is Fortis Healthcare, which commands a weight of 4.31% in Kotak Healthcare Fund and 8.05% in Tata Nifty Midsmall Healthcare Index 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 | in Tata |
|---|---|---|
| Fortis HealthcareHealthcare Services | 4.31% | 8.05% |
| Mankind PharmaPharmaceuticals & Biotechnology | 3.18% | 4.47% |
| Krishna Institute Of Medical SciencesHealthcare Services | 3.12% | 3.12% |
| JB Chemicals & PharmaceuticalsPharmaceuticals & Biotechnology | 6.23% | 2.95% |
| Sai Life SciencesPharmaceuticals & Biotechnology | 2.90% | 2.66% |
| LupinPharmaceuticals & Biotechnology | 2.63% | 9.15% |
| Aurobindo PharmaPharmaceuticals & Biotechnology | 2.29% | 6.64% |
| Ajanta PharmaPharmaceuticals & Biotechnology | 2.20% | 2.05% |
| Glenmark PharmaceuticalsPharmaceuticals & Biotechnology | 2.03% | 5.70% |
| Gland PharmaPharmaceuticals & Biotechnology | 2.01% | 2.98% |
| Laurus LabsPharmaceuticals & Biotechnology | 1.95% | 8.82% |
| Alkem LaboratoriesPharmaceuticals & Biotechnology | 1.86% | 5.35% |
| Dr. Lal Path LabsHealthcare Services | 1.26% | 2.08% |
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.