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23 of 118 unique stocks in common · Jaccard: 19.5%
A weighted portfolio overlap of 25.6% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹25.6 is allocated to the exact same companies at the same relative proportions. The schemes share 23 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 2.71% in Sundaram 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 Sundaram |
|---|---|---|
| The Federal BankBanks | 2.76% | 2.71% |
| GE Vernova T&D IndiaElectrical Equipment | 2.42% | 2.09% |
| Fortis HealthcareHealthcare Services | 3.58% | 1.76% |
| Coromandel InternationalFertilizers & Agrochemicals | 1.53% | 2.48% |
| Max Financial ServicesInsurance | 1.26% | 1.87% |
| Dixon Technologies (India)Consumer Durables | 2.60% | 1.26% |
| Bharat ElectronicsAerospace & Defense | 1.95% | 1.26% |
| Hindustan Petroleum CorporationPetroleum Products | 1.19% | 1.26% |
| Indian BankBanks | 2.34% | 1.11% |
| Persistent SystemsIT - Software | 1.59% | 1.07% |
| JK CementCement & Cement Products | 1.03% | 1.25% |
| ZF Commercial Vehicle Control Systems IndiaAuto Components | 1.00% | 1.05% |
| SwiggyRetailing | 1.64% | 0.94% |
| Max Healthcare InstituteHealthcare Services | 0.92% | 0.91% |
| Jindal SteelFerrous Metals | 0.87% | 1.61% |
| Nippon Life India Asset ManagementCapital Markets | 1.56% | 0.84% |
| Billionbrains Garage VenturesCapital Markets | 1.32% | 0.80% |
| UNO MindaAuto Components | 0.89% | 0.78% |
| Deepak NitriteChemicals & Petrochemicals | 1.00% | 0.78% |
| Schaeffler IndiaAuto Components | 2.22% | 0.70% |
| Bharti HexacomTelecom - Services | 2.03% | 0.65% |
| BSECapital Markets | 0.58% | 2.38% |
| PI IndustriesFertilizers & Agrochemicals | 1.03% | 0.48% |
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.