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25 of 104 unique stocks in common · Jaccard: 24%
A weighted portfolio overlap of 32.49% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹32.49 is allocated to the exact same companies at the same relative proportions. The schemes share 25 common holdings.
The largest overlapping asset in their portfolios is L&T Finance, which commands a weight of 2.86% in Kotak Mid Cap Fund and 2.83% in Tata Mid Cap Fund. Holding both schemes increases your concentration in L&T Finance 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 Tata |
|---|---|---|
| L&T FinanceFinance | 2.86% | 2.83% |
| The Federal BankBanks | 2.76% | 2.86% |
| Bharti HexacomTelecom - Services | 2.03% | 2.53% |
| MphasisIT - Software | 2.70% | 1.95% |
| Indian BankBanks | 2.34% | 1.65% |
| Persistent SystemsIT - Software | 1.59% | 1.79% |
| Oberoi RealtyRealty | 2.09% | 1.50% |
| Dixon Technologies (India)Consumer Durables | 2.60% | 1.44% |
| Billionbrains Garage VenturesCapital Markets | 1.32% | 1.38% |
| Max Financial ServicesInsurance | 1.26% | 3.03% |
| Bharat ForgeAuto Components | 1.25% | 1.86% |
| Solar Industries IndiaChemicals & Petrochemicals | 2.30% | 1.13% |
| HDB Financial ServicesFinance | 1.50% | 1.12% |
| GE Vernova T&D IndiaElectrical Equipment | 2.42% | 1.07% |
| Bharat ElectronicsAerospace & Defense | 1.95% | 1.06% |
| Hindustan Petroleum CorporationPetroleum Products | 1.19% | 1.05% |
| JK CementCement & Cement Products | 1.03% | 1.94% |
| ZF Commercial Vehicle Control Systems IndiaAuto Components | 1.00% | 1.38% |
| Max Healthcare InstituteHealthcare Services | 0.92% | 2.50% |
| UNO MindaAuto Components | 0.89% | 2.05% |
| Jindal SteelFerrous Metals | 0.87% | 0.96% |
| VoltasConsumer Durables | 0.87% | 1.15% |
| PI IndustriesFertilizers & Agrochemicals | 1.03% | 0.76% |
| BSECapital Markets | 0.58% | 1.58% |
| Apollo Hospitals EnterpriseHealthcare Services | 0.56% | 1.05% |
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.