How much do Kotak Infrastructure and Economic Reform Fund and Tata Nifty200 Alpha 30 Index Fund overlap?

They share 5 common holdings, a weighted portfolio overlap of about 10.77% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.

What does 10.77% 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 Tata Nifty200 Alpha 30 Index Fund

Kotak MF · Sectoral / ThematicTata MF · Index Fund· as on May 2026

Weighted portfolio overlap

10.77%

Low overlap

Common

Only Kotak

Only Tata

5 of 74 unique stocks in common · Jaccard: 6.8%

Common holdings

Stock	in Kotak	in Tata
Cummins IndiaIndustrial Products	2.71%	3.69%
Solar Industries IndiaChemicals & Petrochemicals	4.13%	2.59%
Ashok LeylandAgricultural, Commercial & Construction Vehicles	1.96%	3.31%
Shriram FinanceFinance	1.79%	2.41%
Bharat ElectronicsAerospace & Defense	1.72%	2.92%

FAQ

How much do Kotak Infrastructure and Economic Reform Fund and Tata Nifty200 Alpha 30 Index Fund overlap?: They share 5 common holdings, a weighted portfolio overlap of about 10.77% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.
What does 10.77% 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.