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12 of 114 unique stocks in common · Jaccard: 10.5%
A weighted portfolio overlap of 14.56% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹14.56 is allocated to the exact same companies at the same relative proportions. The schemes share 12 common holdings.
The largest overlapping asset in their portfolios is Kalpataru Projects International, which commands a weight of 3.45% in Kotak Infrastructure and Economic Reform Fund and 2.62% in Kotak Small Cap Fund. Holding both schemes increases your concentration in Kalpataru Projects International 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 Small |
|---|---|---|
| Kalpataru Projects InternationalConstruction | 3.45% | 2.62% |
| Shriram FinanceFinance | 1.79% | 1.92% |
| Carborundum UniversalIndustrial Products | 1.55% | 1.37% |
| Ratnamani Metals & TubesIndustrial Products | 1.54% | 1.35% |
| Sansera EngineeringAuto Components | 1.20% | 3.34% |
| Schaeffler IndiaAuto Components | 1.47% | 1.18% |
| V-Guard IndustriesConsumer Durables | 1.16% | 1.38% |
| V.S.T Tillers TractorsAgricultural, Commercial & Construction Vehicles | 2.48% | 1.16% |
| Mahindra Lifespace DevelopersRealty | 1.19% | 1.10% |
| G R InfraprojectsConstruction | 1.36% | 0.69% |
| Brigade EnterprisesRealty | 0.47% | 1.51% |
| WpilIndustrial Products | 0.79% | 0.47% |
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.