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29 of 199 unique stocks in common · Jaccard: 14.6%
A weighted portfolio overlap of 7.99% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹7.99 is allocated to the exact same companies at the same relative proportions. The schemes share 29 common holdings.
The largest overlapping asset in their portfolios is Bharat Electronics, which commands a weight of 2.13% in Kotak Midcap Fund and 1.58% in SBI Arbitrage Opportunities Fund. Holding both schemes increases your concentration in Bharat Electronics 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 SBI |
|---|---|---|
| Bharat ElectronicsAerospace & Defense | 2.13% | 1.58% |
| Power Finance CorporationFinance | 1.64% | 1.00% |
| RECFinance | 0.69% | 0.79% |
| EternalRetailing | 2.04% | 0.64% |
| Cholamandalam Investment and Finance CompanyFinance | 1.66% | 0.48% |
| Max Financial ServicesInsurance | 1.47% | 0.42% |
| Bank of BarodaBanks | 0.70% | 0.39% |
| Solar Industries IndiaChemicals & Petrochemicals | 2.55% | 0.34% |
| Apollo Hospitals EnterpriseHealthcare Services | 0.57% | 0.29% |
| Hindustan Petroleum CorporationPetroleum Products | 1.41% | 0.26% |
| United SpiritsBeverages | 0.35% | 0.26% |
| SwiggyRetailing | 1.65% | 0.23% |
| BSECapital Markets | 1.39% | 0.19% |
| KEI IndustriesIndustrial Products | 2.98% | 0.19% |
| Jindal SteelFerrous Metals | 0.96% | 0.18% |
| Dixon Technologies (India)Consumer Durables | 2.10% | 0.13% |
| Fortis HealthcareHealthcare Services | 4.03% | 0.13% |
| UNO MindaAuto Components | 0.85% | 0.12% |
| ICICI Lombard General Insurance CompanyInsurance | 1.18% | 0.10% |
| SRFChemicals & Petrochemicals | 1.70% | 0.10% |
| The Federal BankBanks | 2.14% | 0.09% |
| MphasisIT - Software | 2.79% | 0.07% |
| GE Vernova T&D IndiaElectrical Equipment | 4.22% | 0.04% |
| Dalmia BharatCement & Cement Products | 1.25% | 0.02% |
| Bharat ForgeAuto Components | 1.28% | 0.01% |
| Max Healthcare InstituteHealthcare Services | 0.80% | 0.01% |
| Nippon Life India Asset ManagementCapital Markets | 1.62% | 0.01% |
| Persistent SystemsIT - Software | 1.62% | 0.01% |
| Vishal Mega MartRetailing | 2.67% | 0.01% |
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.