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14 of 75 unique stocks in common · Jaccard: 18.7%
A weighted portfolio overlap of 25.97% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹25.97 is allocated to the exact same companies at the same relative proportions. The schemes share 14 common holdings.
The largest overlapping asset in their portfolios is ICICI Bank, which commands a weight of 6.98% in Kotak Large Cap Fund and 4.68% in Lic Mf Focused Fund. Holding both schemes increases your concentration in ICICI Bank 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 Lic |
|---|---|---|
| ICICI BankBanks | 6.98% | 4.68% |
| State Bank of IndiaBanks | 4.20% | 4.70% |
| Axis BankBanks | 3.25% | 2.89% |
| Larsen & ToubroConstruction | 4.56% | 2.45% |
| Maruti Suzuki IndiaAutomobiles | 2.15% | 2.83% |
| InfosysIT - Software | 3.13% | 1.92% |
| Sun Pharmaceutical IndustriesPharmaceuticals & Biotechnology | 1.81% | 3.81% |
| InterGlobe AviationTransport Services | 1.79% | 4.80% |
| Shriram FinanceFinance | 1.64% | 2.52% |
| Bharat ForgeAuto Components | 0.92% | 2.73% |
| Schaeffler IndiaAuto Components | 0.65% | 4.94% |
| Tata Motors Passenger VehiclesAutomobiles | 0.33% | 3.82% |
| Mahindra Lifespace DevelopersRealty | 0.28% | 3.51% |
| Lenskart SolutionsRetailing | 0.26% | 4.13% |
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.