How much do Kotak Midcap Fund and SBI BSE Sensex ETF overlap?

They share 2 common holdings, a weighted portfolio overlap of about 3.4% (low overlap — mostly different holdings), as on Apr 2026. Information only, not investment advice.

What does 3.4% overlap mean?

Weighted overlap sums the smaller of the two weights for each shared stock, so it approximates how much of the two portfolios coincide. Higher overlap means holding both funds adds less diversification.

Fund overlap

Kotak Midcap Fund vs SBI BSE Sensex ETF

Kotak MF · Mid CapSBI MF · ETF· as on Apr 2026

Weighted portfolio overlap

3.4%

Low overlap

Common

Only Kotak

Only SBI

Common holdings

Stock	in Kotak	in SBI
Bharat Electronics LimitedAerospace & Defense	2.28%	1.70%
Eternal LimitedRetailing	1.70%	1.94%

FAQ

How much do Kotak Midcap Fund and SBI BSE Sensex ETF overlap?: They share 2 common holdings, a weighted portfolio overlap of about 3.4% (low overlap — mostly different holdings), as on Apr 2026. Information only, not investment advice.
What does 3.4% overlap mean?: Weighted overlap sums the smaller of the two weights for each shared stock, so it approximates how much of the two portfolios coincide. Higher overlap means holding both funds adds less diversification.

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 Apr 2026). Equity holdings only, ISIN-verified. Not investment advice.