How much do Kotak Infrastructure and Economic Reform Fund and Kotak Multi Asset Allocation Fund overlap?

They share 16 common holdings, a weighted portfolio overlap of about 15.51% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.

What does 15.51% overlap mean?

Weighted overlap sums the smaller of the two weights for each shared stock, so it approximates how much of the two portfolios coincide. Higher overlap means holding both funds adds less diversification.

Fund overlap

Kotak Infrastructure and Economic Reform Fund vs Kotak Multi Asset Allocation Fund

Kotak MF · Sectoral / ThematicKotak MF · Hybrid· as on May 2026

Weighted portfolio overlap

15.51%

Low overlap

Common

Only Kotak Infrastructure

Only Kotak Multi

16 of 97 unique stocks in common · Jaccard: 16.5%

Overlap Analysis & Diversification Assessment

A weighted portfolio overlap of 15.51% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹15.51 is allocated to the exact same companies at the same relative proportions. The schemes share 16 common holdings.

The largest overlapping asset in their portfolios is Indus Towers, which commands a weight of 4.17% in Kotak Infrastructure and Economic Reform Fund and 2.71% in Kotak Multi Asset Allocation Fund. Holding both schemes increases your concentration in Indus Towers 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).

Common holdings

Stock	in Kotak Infrastructure	in Kotak Multi
Indus TowersTelecom - Services	4.17%	2.71%
Shriram FinanceFinance	1.79%	2.00%
Park Medi World Limited (Park Hospital)Healthcare Services	1.49%	1.87%
Reliance IndustriesPetroleum Products	7.98%	1.45%
Bharti AirtelTelecom - Services	5.18%	1.44%
Power Finance CorporationFinance	1.29%	2.87%
NTPCPower	1.14%	3.28%
Samvardhana Motherson InternationalAuto Components	1.71%	0.99%
Oil IndiaOil	0.90%	2.16%
KSH InternationalIndustrial Products	2.60%	0.76%
InterGlobe AviationTransport Services	1.50%	0.38%
Jyoti CNC AutomationIndustrial Manufacturing	0.92%	0.37%
Emmvee Photovoltaic PowerElectrical Equipment	1.68%	0.32%
Ashoka BuildconConstruction	1.25%	0.22%
Concord Enviro SystemsOther Utilities	0.42%	0.14%
V.S.T Tillers TractorsAgricultural, Commercial & Construction Vehicles	2.48%	0.12%

FAQ

How much do Kotak Infrastructure and Economic Reform Fund and Kotak Multi Asset Allocation Fund overlap?: They share 16 common holdings, a weighted portfolio overlap of about 15.51% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.
What does 15.51% overlap mean?: Weighted overlap sums the smaller of the two weights for each shared stock, so it approximates how much of the two portfolios coincide. Higher overlap means holding both funds adds less diversification.

Related comparisons

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.