Loading fund overlap…
22 of 89 unique stocks in common · Jaccard: 24.7%
A weighted portfolio overlap of 49.31% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹49.31 is allocated to the exact same companies at the same relative proportions. The schemes share 22 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 7.71% 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 | 6.98% | 7.71% |
| HDFC BankBanks | 6.25% | 8.42% |
| Reliance IndustriesPetroleum Products | 6.40% | 6.05% |
| Larsen & ToubroConstruction | 4.56% | 5.64% |
| State Bank of IndiaBanks | 4.20% | 3.44% |
| Axis BankBanks | 3.25% | 3.30% |
| InfosysIT - Software | 3.13% | 3.86% |
| Bharti AirtelTelecom - Services | 3.97% | 2.19% |
| Sun Pharmaceutical IndustriesPharmaceuticals & Biotechnology | 1.81% | 1.84% |
| Kotak Mahindra BankBanks | 1.49% | 2.80% |
| EternalRetailing | 1.46% | 1.36% |
| Tata SteelFerrous Metals | 2.26% | 1.26% |
| Tech MahindraIT - Software | 1.21% | 1.80% |
| Hindustan UnileverDiversified FMCG | 1.13% | 1.10% |
| Samvardhana Motherson InternationalAuto Components | 1.08% | 3.31% |
| InterGlobe AviationTransport Services | 1.79% | 0.91% |
| Ultratech CementCement & Cement Products | 2.09% | 0.74% |
| Britannia IndustriesFood Products | 0.71% | 0.85% |
| HDFC Life Insurance CompanyInsurance | 0.71% | 3.22% |
| Schaeffler IndiaAuto Components | 0.65% | 1.01% |
| Tata Consultancy ServicesIT - Software | 1.63% | 0.31% |
| Brainbees SolutionsRetailing | 0.12% | 0.86% |
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.