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18 of 101 unique stocks in common · Jaccard: 17.8%
A weighted portfolio overlap of 25.65% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹25.65 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 The Federal Bank, which commands a weight of 2.76% in Kotak Mid Cap Fund and 3.27% in Lic Mf Mid Cap Fund. Holding both schemes increases your concentration in The Federal 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 Lic |
|---|---|---|
| The Federal BankBanks | 2.76% | 3.27% |
| KEI IndustriesIndustrial Products | 2.95% | 2.40% |
| Solar Industries IndiaChemicals & Petrochemicals | 2.30% | 2.56% |
| Dixon Technologies (India)Consumer Durables | 2.60% | 1.73% |
| Schaeffler IndiaAuto Components | 2.22% | 1.66% |
| Persistent SystemsIT - Software | 1.59% | 2.78% |
| Nippon Life India Asset ManagementCapital Markets | 1.56% | 2.47% |
| SRFChemicals & Petrochemicals | 1.46% | 1.48% |
| Fortis HealthcareHealthcare Services | 3.58% | 1.40% |
| Coromandel InternationalFertilizers & Agrochemicals | 1.53% | 1.34% |
| GE Vernova T&D IndiaElectrical Equipment | 2.42% | 1.31% |
| Bharat ForgeAuto Components | 1.25% | 1.72% |
| PI IndustriesFertilizers & Agrochemicals | 1.03% | 0.96% |
| Lenskart SolutionsRetailing | 0.95% | 2.34% |
| UNO MindaAuto Components | 0.89% | 2.72% |
| JK CementCement & Cement Products | 1.03% | 0.82% |
| Aster DM Quality CareHealthcare Services | 1.56% | 0.69% |
| BSECapital Markets | 0.58% | 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 Aug 2026). Equity holdings only, ISIN-verified. Not investment advice.