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21 of 91 unique stocks in common · Jaccard: 23.1%
A weighted portfolio overlap of 48.85% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹48.85 is allocated to the exact same companies at the same relative proportions. The schemes share 21 common holdings.
The largest overlapping asset in their portfolios is ICICI Bank, which commands a weight of 8.05% in Kotak Large Cap Fund and 8.51% in SBI Large Cap 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 SBI |
|---|---|---|
| ICICI BankBanks | 8.05% | 8.51% |
| HDFC BankBanks | 6.19% | 8.17% |
| Reliance IndustriesPetroleum Products | 6.04% | 5.43% |
| Larsen & ToubroConstruction | 3.96% | 5.26% |
| State Bank of IndiaBanks | 4.45% | 3.54% |
| InfosysIT - Software | 2.91% | 3.63% |
| Axis BankBanks | 2.88% | 3.05% |
| Bharti AirtelTelecom - Services | 4.12% | 2.28% |
| Sun Pharmaceutical IndustriesPharmaceuticals & Biotechnology | 2.07% | 1.97% |
| EternalRetailing | 1.66% | 1.58% |
| Kotak Mahindra BankBanks | 1.44% | 2.68% |
| Tech MahindraIT - Software | 1.34% | 1.94% |
| Hindustan UnileverDiversified FMCG | 1.11% | 1.55% |
| InterGlobe AviationTransport Services | 1.61% | 1.03% |
| Adani EnterprisesMetals & Minerals Trading | 0.94% | 1.58% |
| Samvardhana Motherson InternationalAuto Components | 0.88% | 3.31% |
| Ultratech CementCement & Cement Products | 2.06% | 0.74% |
| Britannia IndustriesFood Products | 0.71% | 0.85% |
| Tata SteelFerrous Metals | 2.01% | 0.64% |
| HDFC Life Insurance CompanyInsurance | 0.62% | 2.87% |
| Schaeffler IndiaAuto Components | 0.61% | 0.97% |
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 Jul 2026). Equity holdings only, ISIN-verified. Not investment advice.