How much do Kotak Midcap Fund and SBI Midcap Fund overlap?

They share 12 common holdings, a weighted portfolio overlap of about 17.03% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.

What does 17.03% 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 Midcap Fund

Kotak MF · Mid CapSBI MF · Mid Cap· as on May 2026

Weighted portfolio overlap

17.03%

Low overlap

Common

Only Kotak

Only SBI

12 of 106 unique stocks in common · Jaccard: 11.3%

Common holdings

Stock	in Kotak	in SBI
Oberoi RealtyRealty	2.10%	1.97%
HDB Financial ServicesFinance	1.61%	2.13%
Schaeffler IndiaAuto Components	1.88%	1.59%
The Federal BankBanks	1.59%	2.22%
SRFChemicals & Petrochemicals	1.61%	1.51%
Max Financial ServicesInsurance	1.42%	1.93%
Solar Industries IndiaChemicals & Petrochemicals	2.42%	1.40%
Dalmia BharatCement & Cement Products	1.39%	1.34%
Bharat ForgeAuto Components	1.25%	2.26%
ICICI Lombard General Insurance CompanyInsurance	1.18%	2.07%
JK CementCement & Cement Products	2.02%	1.10%
PI IndustriesFertilizers & Agrochemicals	1.50%	1.07%

FAQ

How much do Kotak Midcap Fund and SBI Midcap Fund overlap?: They share 12 common holdings, a weighted portfolio overlap of about 17.03% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.
What does 17.03% 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.

Related comparisons

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.