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12 of 73 unique stocks in common · Jaccard: 16.4%
A weighted portfolio overlap of 19.17% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹19.17 is allocated to the exact same companies at the same relative proportions. The schemes share 12 common holdings.
The largest overlapping asset in their portfolios is Mahindra & Mahindra, which commands a weight of 4.16% in Kotak Manufacture In India Fund and 6.37% in Kotak Transportation & Logistics Fund. Holding both schemes increases your concentration in Mahindra & Mahindra 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 Transportation |
|---|---|---|
| Mahindra & MahindraAutomobiles | 4.16% | 6.37% |
| Maruti Suzuki IndiaAutomobiles | 3.11% | 9.17% |
| Hero MotoCorpAutomobiles | 2.86% | 8.53% |
| Ashok LeylandAgricultural, Commercial & Construction Vehicles | 1.70% | 3.70% |
| BoschAuto Components | 1.34% | 2.01% |
| Tenneco Clean Air IndiaAuto Components | 1.10% | 3.02% |
| Carborundum UniversalIndustrial Products | 1.03% | 1.89% |
| Sansera EngineeringAuto Components | 0.94% | 3.15% |
| Schaeffler IndiaAuto Components | 0.86% | 1.51% |
| Tata MotorsAgricultural, Commercial & Construction Vehicles | 0.83% | 2.64% |
| Apollo TyresAuto Components | 0.72% | 0.96% |
| KrossAuto Components | 0.52% | 1.33% |
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.