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7 of 131 unique stocks in common · Jaccard: 5.3%
A weighted portfolio overlap of 5.12% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹5.12 is allocated to the exact same companies at the same relative proportions. The schemes share 7 common holdings.
The largest overlapping asset in their portfolios is Bharat Forge, which commands a weight of 1.28% in Kotak Midcap Fund and 3.23% in SBI Large and Midcap Fund. Holding both schemes increases your concentration in Bharat Forge 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 ForgeAuto Components | 1.28% | 3.23% |
| Jindal SteelFerrous Metals | 0.96% | 2.18% |
| Hindustan Petroleum CorporationPetroleum Products | 1.41% | 0.93% |
| ZF Commercial Vehicle Control Systems IndiaAuto Components | 0.81% | 1.08% |
| VoltasConsumer Durables | 1.00% | 0.59% |
| JK CementCement & Cement Products | 1.94% | 0.50% |
| Persistent SystemsIT - Software | 1.62% | 0.05% |
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.