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9 of 305 unique stocks in common · Jaccard: 3%
A weighted portfolio overlap of 5.54% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹5.54 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 Blue Star, which commands a weight of 1.30% in Kotak Midcap Fund and 1.22% in Nippon India Nifty Smallcap 250 Index Fund. Holding both schemes increases your concentration in Blue Star 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 Nippon |
|---|---|---|
| Blue StarConsumer Durables | 1.30% | 1.22% |
| JB Chemicals & PharmaceuticalsPharmaceuticals & Biotechnology | 1.61% | 0.85% |
| Apar IndustriesElectrical Equipment | 2.22% | 0.83% |
| Global HealthHealthcare Services | 1.63% | 0.83% |
| BirlasoftIT - Software | 0.91% | 0.66% |
| Ratnamani Metals & TubesIndustrial Products | 0.75% | 0.51% |
| Home First Finance Company IndiaFinance | 0.63% | 0.26% |
| Aster DM HealthcareHealthcare Services | 0.89% | 0.25% |
| Avanti FeedsFood Products | 1.20% | 0.13% |
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.