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19 of 91 unique stocks in common · Jaccard: 20.9%
A weighted portfolio overlap of 37.44% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹37.44 is allocated to the exact same companies at the same relative proportions. The schemes share 19 common holdings.
The largest overlapping asset in their portfolios is Larsen & Toubro, which commands a weight of 10.38% in Kotak Infrastructure and Economic Reform Fund and 9.68% in UTI - Infrastructure Fund. Holding both schemes increases your concentration in Larsen & Toubro 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 UTI |
|---|---|---|
| Larsen & ToubroConstruction | 10.38% | 9.68% |
| Reliance IndustriesPetroleum Products | 7.98% | 7.39% |
| Bharti AirtelTelecom - Services | 5.18% | 13.33% |
| Ultratech CementCement & Cement Products | 2.89% | 4.24% |
| Cummins IndiaIndustrial Products | 2.71% | 2.07% |
| InterGlobe AviationTransport Services | 1.50% | 4.00% |
| NTPCPower | 1.14% | 4.41% |
| Mahindra LogisticsTransport Services | 2.04% | 1.06% |
| Shree CementCement & Cement Products | 2.58% | 0.99% |
| G R InfraprojectsConstruction | 1.36% | 0.84% |
| Petronet LNGGas | 0.92% | 0.84% |
| Bharat ElectronicsAerospace & Defense | 1.72% | 0.74% |
| Container Corporation of IndiaTransport Services | 1.31% | 0.57% |
| Oil IndiaOil | 0.90% | 0.51% |
| Solar Industries IndiaChemicals & Petrochemicals | 4.13% | 0.51% |
| H.G. Infra EngineeringConstruction | 0.48% | 0.73% |
| Brigade EnterprisesRealty | 0.47% | 1.69% |
| Ashoka BuildconConstruction | 1.25% | 0.35% |
| Kajaria CeramicsConsumer Durables | 1.62% | 0.23% |
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.