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5 of 111 unique stocks in common · Jaccard: 4.5%
A weighted portfolio overlap of 4.36% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹4.36 is allocated to the exact same companies at the same relative proportions. The schemes share 5 common holdings.
The largest overlapping asset in their portfolios is Metro Brands, which commands a weight of 1.21% in Kotak Midcap Fund and 1.25% in Tata Childrens Fund. Holding both schemes increases your concentration in Metro Brands 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 Tata |
|---|---|---|
| Metro BrandsConsumer Durables | 1.21% | 1.25% |
| ICICI Lombard General Insurance CompanyInsurance | 1.18% | 2.18% |
| MRFAuto Components | 0.92% | 1.50% |
| Bank of BarodaBanks | 0.70% | 0.98% |
| United SpiritsBeverages | 0.35% | 1.78% |
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.