How much do Kotak Large & Midcap Fund and SBI Large and Midcap Fund overlap?

They share 16 common holdings, a weighted portfolio overlap of about 27.67% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 27.67% 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 SBI Large and Midcap Fund

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

Weighted portfolio overlap

27.67%

Moderate overlap

Common

Only Kotak

Only SBI

16 of 125 unique stocks in common · Jaccard: 12.8%

Common holdings

Stock	in Kotak	in SBI
HDFC BankBanks	4.82%	7.18%
State Bank of IndiaBanks	4.00%	2.81%
Axis BankBanks	2.65%	3.30%
ICICI BankBanks	2.92%	2.65%
Bharat ForgeAuto Components	2.21%	3.23%
Ashok LeylandAgricultural, Commercial & Construction Vehicles	2.17%	2.21%
Jindal Steel & PowerFerrous Metals	2.08%	2.18%
BioconPharmaceuticals & Biotechnology	1.85%	2.17%
Reliance IndustriesPetroleum Products	1.58%	2.55%
Torrent PowerPower	1.13%	1.82%
InfosysIT - Software	1.54%	1.03%
Hindustan Petroleum CorporationPetroleum Products	1.83%	0.93%
VoltasConsumer Durables	0.83%	0.59%
JK CementCement & Cement Products	1.07%	0.50%
Honeywell Automation IndiaIndustrial Manufacturing	0.44%	0.56%
Gujarat GasGas	0.23%	0.30%

FAQ

How much do Kotak Large & Midcap Fund and SBI Large and Midcap Fund overlap?: They share 16 common holdings, a weighted portfolio overlap of about 27.67% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 27.67% 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.