Loading fund overlap…
17 of 97 unique stocks in common · Jaccard: 17.5%
A weighted portfolio overlap of 25.96% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹25.96 is allocated to the exact same companies at the same relative proportions. The schemes share 17 common holdings.
The largest overlapping asset in their portfolios is GE Vernova T&D India, which commands a weight of 4.22% in Kotak Midcap Fund and 3.81% in Tata Nifty Midcap 150 Momentum 50 Index Fund. Holding both schemes increases your concentration in GE Vernova T&D India 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 |
|---|---|---|
| GE Vernova T&D IndiaElectrical Equipment | 4.22% | 3.81% |
| Fortis HealthcareHealthcare Services | 4.03% | 2.97% |
| Indian BankBanks | 2.37% | 2.35% |
| L&T FinanceFinance | 2.27% | 3.24% |
| The Federal BankBanks | 2.14% | 4.38% |
| Persistent SystemsIT - Software | 1.62% | 1.79% |
| SRFChemicals & Petrochemicals | 1.70% | 1.51% |
| Max Financial ServicesInsurance | 1.47% | 2.89% |
| Hindustan Petroleum CorporationPetroleum Products | 1.41% | 1.45% |
| BSECapital Markets | 1.39% | 7.56% |
| JK CementCement & Cement Products | 1.94% | 0.93% |
| MRFAuto Components | 0.92% | 1.14% |
| UNO MindaAuto Components | 0.85% | 1.00% |
| Nippon Life India Asset ManagementCapital Markets | 1.62% | 0.81% |
| Coromandel InternationalFertilizers & Agrochemicals | 1.55% | 0.79% |
| Dalmia BharatCement & Cement Products | 1.25% | 0.38% |
| Bharti HexacomTelecom - Services | 1.76% | 0.34% |
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.