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10 of 105 unique stocks in common · Jaccard: 9.5%
A weighted portfolio overlap of 13.03% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹13.03 is allocated to the exact same companies at the same relative proportions. The schemes share 10 common holdings.
The largest overlapping asset in their portfolios is KEI Industries, which commands a weight of 2.98% in Kotak Midcap Fund and 1.70% in Kotak Quant Fund. Holding both schemes increases your concentration in KEI Industries 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 Midcap | in Kotak Quant |
|---|---|---|
| KEI IndustriesIndustrial Products | 2.98% | 1.70% |
| Schaeffler IndiaAuto Components | 1.92% | 1.61% |
| L&T FinanceFinance | 2.27% | 1.52% |
| Max Financial ServicesInsurance | 1.47% | 2.06% |
| Indian BankBanks | 2.37% | 1.29% |
| Bharat ForgeAuto Components | 1.28% | 2.21% |
| Piramal FinanceFinance | 1.18% | 1.61% |
| Coromandel InternationalFertilizers & Agrochemicals | 1.55% | 1.13% |
| Jindal SteelFerrous Metals | 0.96% | 2.13% |
| Aster DM HealthcareHealthcare Services | 0.89% | 2.24% |
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.