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9 of 87 unique stocks in common · Jaccard: 10.3%
A weighted portfolio overlap of 23.69% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹23.69 is allocated to the exact same companies at the same relative proportions. The schemes share 9 common holdings.
The largest overlapping asset in their portfolios is Reliance Industries, which commands a weight of 6.40% in Kotak Large Cap 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 | 6.40% | 9.92% |
| Larsen & ToubroConstruction | 4.56% | 5.95% |
| Bharti AirtelTelecom - Services | 3.97% | 6.86% |
| NTPCPower | 3.18% | 3.63% |
| Ultratech CementCement & Cement Products | 2.09% | 2.87% |
| Solar Industries IndiaChemicals & Petrochemicals | 2.13% | 1.90% |
| Power Finance CorporationFinance | 0.95% | 1.79% |
| The India CementsCement & Cement Products | 0.36% | 1.00% |
| Mahindra Lifespace DevelopersRealty | 0.28% | 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.