How much do Kotak Infrastructure and Economic Reform Fund and Nippon India Power & Infra Fund overlap?

They share 14 common holdings, a weighted portfolio overlap of about 35.95% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 35.95% 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 Nippon India Power & Infra Fund

Kotak MF · Sectoral / ThematicNippon India MF · Sectoral / Thematic· as on May 2026

Weighted portfolio overlap

35.95%

Moderate overlap

Common

Only Kotak

Only Nippon

14 of 75 unique stocks in common · Jaccard: 18.7%

Common holdings

Stock	in Kotak	in Nippon
Reliance IndustriesPetroleum Products	7.98%	5.82%
Larsen & ToubroConstruction	10.38%	5.70%
Bharti AirtelTelecom - Services	5.18%	4.72%
Indus TowersTelecom - Services	4.17%	3.17%
Ultratech CementCement & Cement Products	2.89%	4.45%
Cummins IndiaIndustrial Products	2.71%	2.92%
BoschAuto Components	2.69%	4.07%
Bharat ElectronicsAerospace & Defense	1.72%	2.09%
Carborundum UniversalIndustrial Products	1.55%	3.32%
Container Corporation of IndiaTransport Services	1.31%	2.60%
G R InfraprojectsConstruction	1.36%	1.14%
NTPCPower	1.14%	5.76%
Jyoti CNC AutomationIndustrial Manufacturing	0.92%	0.99%
Brigade EnterprisesRealty	0.47%	3.07%

FAQ

How much do Kotak Infrastructure and Economic Reform Fund and Nippon India Power & Infra Fund overlap?: They share 14 common holdings, a weighted portfolio overlap of about 35.95% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 35.95% 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.