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23 of 53 unique stocks in common · Jaccard: 43.4%
A weighted portfolio overlap of 52.28% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹52.28 is allocated to the exact same companies at the same relative proportions. The schemes share 23 common holdings.
The largest overlapping asset in their portfolios is Sun Pharmaceutical Industries, which commands a weight of 13.01% in Kotak Healthcare Fund and 8.87% in UTI - Healthcare Fund. Holding both schemes increases your concentration in Sun Pharmaceutical Industries 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 UTI |
|---|---|---|
| Sun Pharmaceutical IndustriesPharmaceuticals & Biotechnology | 13.01% | 8.87% |
| Divi's LaboratoriesPharmaceuticals & Biotechnology | 5.95% | 4.87% |
| Fortis HealthcareHealthcare Services | 4.31% | 3.05% |
| Apollo Hospitals EnterpriseHealthcare Services | 2.92% | 3.56% |
| Max Healthcare InstituteHealthcare Services | 5.43% | 2.74% |
| LupinPharmaceuticals & Biotechnology | 2.63% | 3.80% |
| Anthem BiosciencesPharmaceuticals & Biotechnology | 2.44% | 2.33% |
| Ajanta PharmaPharmaceuticals & Biotechnology | 2.20% | 4.70% |
| Marksans PharmaPharmaceuticals & Biotechnology | 2.20% | 2.30% |
| Sai Life SciencesPharmaceuticals & Biotechnology | 2.90% | 2.19% |
| Glenmark PharmaceuticalsPharmaceuticals & Biotechnology | 2.03% | 2.42% |
| Gland PharmaPharmaceuticals & Biotechnology | 2.01% | 3.98% |
| Aurobindo PharmaPharmaceuticals & Biotechnology | 2.29% | 1.88% |
| Alkem LaboratoriesPharmaceuticals & Biotechnology | 1.86% | 3.07% |
| CiplaPharmaceuticals & Biotechnology | 5.00% | 1.73% |
| Rainbow Childrens MedicareHealthcare Services | 1.48% | 1.64% |
| Krishna Institute Of Medical SciencesHealthcare Services | 3.12% | 1.44% |
| Dr. Lal Path LabsHealthcare Services | 1.26% | 1.32% |
| Laxmi DentalHealthcare Equipment & Supplies | 1.18% | 1.14% |
| Metropolis HealthcareHealthcare Services | 1.09% | 1.77% |
| Emcure PharmaceuticalsPharmaceuticals & Biotechnology | 1.51% | 0.97% |
| Jubilant PharmovaPharmaceuticals & Biotechnology | 2.40% | 0.73% |
| Orchid PharmaPharmaceuticals & Biotechnology | 1.70% | 0.66% |
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.