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18 of 124 unique stocks in common · Jaccard: 14.5%
A weighted portfolio overlap of 18.99% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹18.99 is allocated to the exact same companies at the same relative proportions. The schemes share 18 common holdings.
The largest overlapping asset in their portfolios is Dixon Technologies (India), which commands a weight of 2.10% in Kotak Midcap Fund and 2.94% in Nippon India Vision Fund. Holding both schemes increases your concentration in Dixon Technologies (India) 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 |
|---|---|---|
| Dixon Technologies (India)Consumer Durables | 2.10% | 2.94% |
| Power Finance CorporationFinance | 1.64% | 2.12% |
| IPCA LaboratoriesPharmaceuticals & Biotechnology | 2.91% | 1.55% |
| Bharat ElectronicsAerospace & Defense | 2.13% | 1.46% |
| Oberoi RealtyRealty | 2.10% | 1.31% |
| Max Financial ServicesInsurance | 1.47% | 1.20% |
| Persistent SystemsIT - Software | 1.62% | 1.19% |
| ICICI Lombard General Insurance CompanyInsurance | 1.18% | 1.03% |
| The Federal BankBanks | 2.14% | 1.03% |
| VoltasConsumer Durables | 1.00% | 1.51% |
| EternalRetailing | 2.04% | 0.97% |
| Jindal SteelFerrous Metals | 0.96% | 2.91% |
| Bharat ForgeAuto Components | 1.28% | 0.92% |
| Cholamandalam Investment and Finance CompanyFinance | 1.66% | 0.86% |
| Max Healthcare InstituteHealthcare Services | 0.80% | 0.56% |
| Deepak NitriteChemicals & Petrochemicals | 1.06% | 0.51% |
| Bharti HexacomTelecom - Services | 1.76% | 0.35% |
| United SpiritsBeverages | 0.35% | 0.77% |
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.