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9 of 113 unique stocks in common · Jaccard: 8%
A weighted portfolio overlap of 9.74% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹9.74 is allocated to the exact same companies at the same relative proportions. The schemes share 9 common holdings.
The largest overlapping asset in their portfolios is Apar Industries, which commands a weight of 2.22% in Kotak Midcap Fund and 1.66% in Lic Mf Children’S Fund. Holding both schemes increases your concentration in Apar 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 | in Lic |
|---|---|---|
| Apar IndustriesElectrical Equipment | 2.22% | 1.66% |
| Coromandel InternationalFertilizers & Agrochemicals | 1.55% | 1.36% |
| MphasisIT - Software | 2.79% | 1.35% |
| Bharti HexacomTelecom - Services | 1.76% | 1.10% |
| The Federal BankBanks | 2.14% | 1.10% |
| BSECapital Markets | 1.39% | 1.07% |
| Metro BrandsConsumer Durables | 1.21% | 1.01% |
| RECFinance | 0.69% | 0.82% |
| EternalRetailing | 2.04% | 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.