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18 of 91 unique stocks in common · Jaccard: 19.8%
A weighted portfolio overlap of 31.79% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹31.79 is allocated to the exact same companies at the same relative proportions. The schemes share 18 common holdings.
The largest overlapping asset in their portfolios is Reliance Industries, which commands a weight of 7.98% in Kotak Infrastructure and Economic Reform Fund and 6.40% in Kotak Large Cap Fund. Holding both schemes increases your concentration in Reliance 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 Infrastructure | in Kotak Large |
|---|---|---|
| Reliance IndustriesPetroleum Products | 7.98% | 6.40% |
| Larsen & ToubroConstruction | 10.38% | 4.56% |
| Bharti AirtelTelecom - Services | 5.18% | 3.97% |
| Solar Industries IndiaChemicals & Petrochemicals | 4.13% | 2.13% |
| Ultratech CementCement & Cement Products | 2.89% | 2.09% |
| Shriram FinanceFinance | 1.79% | 1.64% |
| InterGlobe AviationTransport Services | 1.50% | 1.79% |
| Cummins IndiaIndustrial Products | 2.71% | 1.34% |
| Bharat ElectronicsAerospace & Defense | 1.72% | 1.32% |
| NTPCPower | 1.14% | 3.18% |
| Samvardhana Motherson InternationalAuto Components | 1.71% | 1.08% |
| Power Finance CorporationFinance | 1.29% | 0.95% |
| Apollo TyresAuto Components | 0.89% | 0.85% |
| BoschAuto Components | 2.69% | 0.78% |
| Schaeffler IndiaAuto Components | 1.47% | 0.65% |
| V-Guard IndustriesConsumer Durables | 1.16% | 0.60% |
| Astra Microwave ProductsAerospace & Defense | 1.76% | 0.51% |
| Mahindra Lifespace DevelopersRealty | 1.19% | 0.28% |
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.