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24 of 122 unique stocks in common · Jaccard: 19.7%
A weighted portfolio overlap of 24.93% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹24.93 is allocated to the exact same companies at the same relative proportions. The schemes share 24 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 2.08% in UTI - 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 UTI |
|---|---|---|
| The Federal BankBanks | 2.76% | 2.08% |
| SwiggyRetailing | 1.64% | 1.54% |
| Schaeffler IndiaAuto Components | 2.22% | 1.44% |
| Persistent SystemsIT - Software | 1.59% | 1.42% |
| Bharti HexacomTelecom - Services | 2.03% | 1.41% |
| Indian BankBanks | 2.34% | 1.40% |
| Max Financial ServicesInsurance | 1.26% | 1.97% |
| SRFChemicals & Petrochemicals | 1.46% | 1.20% |
| Global HealthHealthcare Services | 1.84% | 1.16% |
| MphasisIT - Software | 2.70% | 1.14% |
| Blue StarConsumer Durables | 1.09% | 1.32% |
| JK CementCement & Cement Products | 1.03% | 1.56% |
| Cholamandalam Investment and Finance CompanyFinance | 1.15% | 1.02% |
| Solar Industries IndiaChemicals & Petrochemicals | 2.30% | 1.02% |
| Vishal Mega MartRetailing | 3.11% | 0.99% |
| Bharat ElectronicsAerospace & Defense | 1.95% | 0.97% |
| Lenskart SolutionsRetailing | 0.95% | 1.29% |
| Coromandel InternationalFertilizers & Agrochemicals | 1.53% | 0.93% |
| Metro BrandsConsumer Durables | 1.07% | 0.63% |
| ZF Commercial Vehicle Control Systems IndiaAuto Components | 1.00% | 0.63% |
| BSECapital Markets | 0.58% | 1.28% |
| Billionbrains Garage VenturesCapital Markets | 1.32% | 0.45% |
| IPCA LaboratoriesPharmaceuticals & Biotechnology | 3.42% | 0.32% |
| Manipal Health EnterprisesHealthcare Services | 0.27% | 0.53% |
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.