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8 of 111 unique stocks in common · Jaccard: 7.2%
A weighted portfolio overlap of 10.54% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹10.54 is allocated to the exact same companies at the same relative proportions. The schemes share 8 common holdings.
The largest overlapping asset in their portfolios is Dee Development Engineeers, which commands a weight of 2.92% in Kotak Manufacture In India Fund and 2.51% in Lic Mf Mid Cap Fund. Holding both schemes increases your concentration in Dee Development Engineeers 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 Lic |
|---|---|---|
| Dee Development EngineeersIndustrial Manufacturing | 2.92% | 2.51% |
| Bharat ElectronicsAerospace & Defense | 3.03% | 1.99% |
| KEI IndustriesIndustrial Products | 1.54% | 1.88% |
| SRFChemicals & Petrochemicals | 0.99% | 2.03% |
| Dixon Technologies (India)Consumer Durables | 2.10% | 0.89% |
| VoltasConsumer Durables | 0.89% | 1.14% |
| Anthem BiosciencesPharmaceuticals & Biotechnology | 1.19% | 0.87% |
| Schaeffler IndiaAuto Components | 0.86% | 1.87% |
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.