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18 of 124 unique stocks in common · Jaccard: 14.5%
A weighted portfolio overlap of 18.42% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹18.42 is allocated to the exact same companies at the same relative proportions. The schemes share 18 common holdings.
The largest overlapping asset in their portfolios is Power Finance Corporation, which commands a weight of 1.64% in Kotak Midcap Fund and 2.14% in Tata Multicap Fund. Holding both schemes increases your concentration in Power Finance Corporation 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 |
|---|---|---|
| Power Finance CorporationFinance | 1.64% | 2.14% |
| Indian BankBanks | 2.37% | 1.63% |
| Vishal Mega MartRetailing | 2.67% | 1.61% |
| Dixon Technologies (India)Consumer Durables | 2.10% | 1.59% |
| The Federal BankBanks | 2.14% | 1.56% |
| EternalRetailing | 2.04% | 1.21% |
| ICICI Lombard General Insurance CompanyInsurance | 1.18% | 1.29% |
| PI IndustriesFertilizers & Agrochemicals | 1.33% | 1.09% |
| KEI IndustriesIndustrial Products | 2.98% | 0.91% |
| Aster DM HealthcareHealthcare Services | 0.89% | 1.70% |
| UNO MindaAuto Components | 0.85% | 1.21% |
| SwiggyRetailing | 1.65% | 0.78% |
| Jindal SteelFerrous Metals | 0.96% | 0.73% |
| Bank of BarodaBanks | 0.70% | 1.20% |
| RECFinance | 0.69% | 1.27% |
| Apollo Hospitals EnterpriseHealthcare Services | 0.57% | 2.70% |
| ZF Commercial Vehicle Control Systems IndiaAuto Components | 0.81% | 0.54% |
| Persistent SystemsIT - Software | 1.62% | 0.25% |
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.