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14 of 127 unique stocks in common · Jaccard: 11%
A weighted portfolio overlap of 12.42% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹12.42 is allocated to the exact same companies at the same relative proportions. The schemes share 14 common holdings.
The largest overlapping asset in their portfolios is Vishal Mega Mart, which commands a weight of 2.67% in Kotak Midcap Fund and 1.43% in Kotak Small Cap Fund. Holding both schemes increases your concentration in Vishal Mega Mart 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 Small |
|---|---|---|
| Vishal Mega MartRetailing | 2.67% | 1.43% |
| Blue StarConsumer Durables | 1.30% | 1.24% |
| ICICI Lombard General Insurance CompanyInsurance | 1.18% | 1.21% |
| Schaeffler IndiaAuto Components | 1.92% | 1.18% |
| Bharti HexacomTelecom - Services | 1.76% | 1.17% |
| JK CementCement & Cement Products | 1.94% | 0.91% |
| Aster DM HealthcareHealthcare Services | 0.89% | 4.63% |
| JB Chemicals & PharmaceuticalsPharmaceuticals & Biotechnology | 1.61% | 0.87% |
| Ratnamani Metals & TubesIndustrial Products | 0.75% | 1.35% |
| SwiggyRetailing | 1.65% | 0.70% |
| Lenskart SolutionsRetailing | 0.65% | 1.10% |
| Home First Finance Company IndiaFinance | 0.63% | 0.87% |
| Techno Electric & Engineering CompanyConstruction | 0.42% | 2.21% |
| Poonawalla FincorpFinance | 1.16% | 0.40% |
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.