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12 of 94 unique stocks in common · Jaccard: 12.8%
A weighted portfolio overlap of 20.53% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹20.53 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 Larsen & Toubro, which commands a weight of 10.38% in Kotak Infrastructure and Economic Reform Fund and 3.97% in Lic Mf Infrastructure Fund. Holding both schemes increases your concentration in Larsen & Toubro 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 Lic |
|---|---|---|
| Larsen & ToubroConstruction | 10.38% | 3.97% |
| Bharti AirtelTelecom - Services | 5.18% | 2.62% |
| KSH InternationalIndustrial Products | 2.60% | 3.12% |
| Cummins IndiaIndustrial Products | 2.71% | 1.96% |
| Ultratech CementCement & Cement Products | 2.89% | 1.75% |
| InterGlobe AviationTransport Services | 1.50% | 1.99% |
| Schaeffler IndiaAuto Components | 1.47% | 2.01% |
| Mahindra Lifespace DevelopersRealty | 1.19% | 1.97% |
| NTPCPower | 1.14% | 2.49% |
| Bharat ElectronicsAerospace & Defense | 1.72% | 1.06% |
| Power Finance CorporationFinance | 1.29% | 0.93% |
| Ratnamani Metals & TubesIndustrial Products | 1.54% | 0.34% |
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.