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12 of 73 unique stocks in common · Jaccard: 16.4%
A weighted portfolio overlap of 32.86% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹32.86 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 Reliance Industries, which commands a weight of 7.98% in Kotak Infrastructure and Economic Reform Fund and 9.92% in SBI Infrastructure Fund. Holding both schemes increases your concentration in Reliance Industries 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 |
|---|---|---|
| Reliance IndustriesPetroleum Products | 7.98% | 9.92% |
| Larsen & ToubroConstruction | 10.38% | 5.95% |
| Bharti AirtelTelecom - Services | 5.18% | 6.86% |
| Ultratech CementCement & Cement Products | 2.89% | 2.87% |
| Shree CementCement & Cement Products | 2.58% | 5.27% |
| Solar Industries IndiaChemicals & Petrochemicals | 4.13% | 1.90% |
| Carborundum UniversalIndustrial Products | 1.55% | 1.44% |
| Power Finance CorporationFinance | 1.29% | 1.79% |
| NTPCPower | 1.14% | 3.63% |
| Ashoka BuildconConstruction | 1.25% | 1.09% |
| G R InfraprojectsConstruction | 1.36% | 0.94% |
| Mahindra Lifespace DevelopersRealty | 1.19% | 0.50% |
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.