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18 of 130 unique stocks in common · Jaccard: 13.8%
A weighted portfolio overlap of 27.11% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹27.11 is allocated to the exact same companies at the same relative proportions. The schemes share 18 common holdings.
The largest overlapping asset in their portfolios is HDFC Bank, which commands a weight of 4.55% in Kotak Large & Midcap Fund and 6.72% in SBI Large and Midcap Fund. Holding both schemes increases your concentration in HDFC 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 |
|---|---|---|
| HDFC BankBanks | 4.55% | 6.72% |
| ICICI BankBanks | 3.14% | 3.93% |
| State Bank of IndiaBanks | 4.01% | 2.79% |
| Axis BankBanks | 2.38% | 3.20% |
| Bharat ForgeAuto Components | 2.33% | 2.44% |
| Ashok LeylandAgricultural, Commercial & Construction Vehicles | 2.18% | 2.20% |
| Jindal SteelFerrous Metals | 1.79% | 1.85% |
| BioconPharmaceuticals & Biotechnology | 1.73% | 2.36% |
| SwiggyRetailing | 1.06% | 2.07% |
| Torrent PowerPower | 1.06% | 2.17% |
| Adani EnterprisesMetals & Minerals Trading | 1.05% | 2.44% |
| InfosysIT - Software | 1.41% | 0.93% |
| VoltasConsumer Durables | 0.83% | 0.59% |
| JK CementCement & Cement Products | 1.02% | 0.49% |
| Honeywell Automation IndiaIndustrial Manufacturing | 0.44% | 0.56% |
| Hero MotoCorpAutomobiles | 2.06% | 0.34% |
| Hindustan Petroleum CorporationPetroleum Products | 1.70% | 0.24% |
| GSPL India TranscoGas | 0.02% | 0.03% |
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.