Kotak Infrastructure and Economic Reform Fund vs SBI Nifty 50 ETF

A weighted portfolio overlap of 23.5% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹23.5 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 Reliance Industries, which commands a weight of 7.98% in Kotak Infrastructure and Economic Reform Fund and 8.25% in SBI Nifty 50 ETF. 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).