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14 of 104 unique stocks in common · Jaccard: 13.5%
A weighted portfolio overlap of 15.98% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹15.98 is allocated to the exact same companies at the same relative proportions. The schemes share 14 common holdings.
The largest overlapping asset in their portfolios is Bharat Electronics, which commands a weight of 3.03% in Kotak Manufacture In India Fund and 2.13% in Kotak Midcap Fund. Holding both schemes increases your concentration in Bharat Electronics 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 Manufacture | in Kotak Midcap |
|---|---|---|
| Bharat ElectronicsAerospace & Defense | 3.03% | 2.13% |
| Dixon Technologies (India)Consumer Durables | 2.10% | 2.10% |
| Solar Industries IndiaChemicals & Petrochemicals | 1.76% | 2.55% |
| KEI IndustriesIndustrial Products | 1.54% | 2.98% |
| Hindustan Petroleum CorporationPetroleum Products | 2.59% | 1.41% |
| SRFChemicals & Petrochemicals | 0.99% | 1.70% |
| Dalmia BharatCement & Cement Products | 0.96% | 1.25% |
| Jindal SteelFerrous Metals | 1.10% | 0.96% |
| VoltasConsumer Durables | 0.89% | 1.00% |
| Schaeffler IndiaAuto Components | 0.86% | 1.92% |
| Apollo TyresAuto Components | 0.72% | 0.68% |
| Rubicon ResearchPharmaceuticals & Biotechnology | 3.05% | 0.59% |
| IPCA LaboratoriesPharmaceuticals & Biotechnology | 0.56% | 2.91% |
| Avanti FeedsFood Products | 0.55% | 1.20% |
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.