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11 of 98 unique stocks in common · Jaccard: 11.2%
A weighted portfolio overlap of 10.1% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹10.1 is allocated to the exact same companies at the same relative proportions. The schemes share 11 common holdings.
The largest overlapping asset in their portfolios is Cholamandalam Investment and Finance Company, which commands a weight of 1.66% in Kotak Midcap Fund and 2.13% in Kotak Rural Opportunities Fund. Holding both schemes increases your concentration in Cholamandalam Investment and Finance Company 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 Rural |
|---|---|---|
| Cholamandalam Investment and Finance CompanyFinance | 1.66% | 2.13% |
| Dalmia BharatCement & Cement Products | 1.25% | 1.35% |
| Avanti FeedsFood Products | 1.20% | 4.58% |
| Poonawalla FincorpFinance | 1.16% | 1.30% |
| MRFAuto Components | 0.92% | 2.79% |
| India Shelter Finance CorporationFinance | 0.87% | 1.06% |
| SRFChemicals & Petrochemicals | 1.70% | 0.85% |
| Blue StarConsumer Durables | 1.30% | 0.65% |
| Indian BankBanks | 2.37% | 0.63% |
| Bank of BarodaBanks | 0.70% | 0.47% |
| Coromandel InternationalFertilizers & Agrochemicals | 1.55% | 0.44% |
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.