How much do Kotak Large & Midcap Fund and Lic Mf Large & Mid Cap Fund overlap?

They share 16 common holdings, a weighted portfolio overlap of about 25.05% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 25.05% overlap mean?

Weighted overlap sums the smaller of the two weights for each shared stock, so it approximates how much of the two portfolios coincide. Higher overlap means holding both funds adds less diversification.

Fund overlap

Kotak Large & Midcap Fund vs Lic Mf Large & Mid Cap Fund

Kotak MF · Large & Mid CapLIC MF · Large & Mid Cap· as on May 2026

Weighted portfolio overlap

25.05%

Moderate overlap

Common

Only Kotak

Only Lic

16 of 96 unique stocks in common · Jaccard: 16.7%

Common holdings

Stock	in Kotak	in Lic
Bharat ElectronicsAerospace & Defense	3.82%	2.83%
Axis BankBanks	2.65%	3.36%
Larsen & ToubroConstruction	2.50%	3.10%
Bharti AirtelTelecom - Services	2.31%	2.89%
Bharat ForgeAuto Components	2.21%	3.08%
Bajaj FinanceFinance	2.03%	2.97%
Sun Pharmaceutical IndustriesPharmaceuticals & Biotechnology	1.91%	2.02%
Shriram FinanceFinance	1.73%	2.09%
Schaeffler IndiaAuto Components	1.16%	3.39%
Ultratech CementCement & Cement Products	1.33%	1.06%
Interglobe AviationTransport Services	1.02%	2.98%
JK CementCement & Cement Products	1.07%	0.99%
Oberoi RealtyRealty	0.91%	2.26%
Maruti Suzuki IndiaAutomobiles	0.87%	2.43%
ThermaxElectrical Equipment	0.50%	2.28%
One 97 CommunicationsFinancial Technology (Fintech)	0.37%	1.30%

FAQ

How much do Kotak Large & Midcap Fund and Lic Mf Large & Mid Cap Fund overlap?: They share 16 common holdings, a weighted portfolio overlap of about 25.05% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 25.05% overlap mean?: Weighted overlap sums the smaller of the two weights for each shared stock, so it approximates how much of the two portfolios coincide. Higher overlap means holding both funds adds less diversification.

Related comparisons

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.