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8 of 84 unique stocks in common · Jaccard: 9.5%
A weighted portfolio overlap of 17.54% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹17.54 is allocated to the exact same companies at the same relative proportions. The schemes share 8 common holdings.
The largest overlapping asset in their portfolios is Solar Industries India, which commands a weight of 4.13% in Kotak Infrastructure and Economic Reform Fund and 3.89% in SBI Equity Hybrid Fund. Holding both schemes increases your concentration in Solar Industries India 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 SBI |
|---|---|---|
| Solar Industries IndiaChemicals & Petrochemicals | 4.13% | 3.89% |
| Bharti AirtelTelecom - Services | 5.18% | 3.27% |
| Larsen & ToubroConstruction | 10.38% | 2.50% |
| Reliance IndustriesPetroleum Products | 7.98% | 2.36% |
| Shree CementCement & Cement Products | 2.58% | 1.78% |
| InterGlobe AviationTransport Services | 1.50% | 2.25% |
| AIA EngineeringIndustrial Products | 1.36% | 1.55% |
| NTPCPower | 1.14% | 0.88% |
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.