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10 of 129 unique stocks in common · Jaccard: 7.8%
A weighted portfolio overlap of 9.16% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹9.16 is allocated to the exact same companies at the same relative proportions. The schemes share 10 common holdings.
The largest overlapping asset in their portfolios is Fortis Healthcare, which commands a weight of 4.03% in Kotak Midcap Fund and 1.75% in Tata Nifty500 Multicap Infrastructure 50-30-20 Index Fund. Holding both schemes increases your concentration in Fortis Healthcare 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 |
|---|---|---|
| Fortis HealthcareHealthcare Services | 4.03% | 1.75% |
| Hindustan Petroleum CorporationPetroleum Products | 1.41% | 1.37% |
| Bharat ForgeAuto Components | 1.28% | 1.89% |
| Aster DM HealthcareHealthcare Services | 0.89% | 0.92% |
| Max Healthcare InstituteHealthcare Services | 0.80% | 1.26% |
| Oberoi RealtyRealty | 2.10% | 0.73% |
| UNO MindaAuto Components | 0.85% | 0.72% |
| Apollo Hospitals EnterpriseHealthcare Services | 0.57% | 1.48% |
| ZF Commercial Vehicle Control Systems IndiaAuto Components | 0.81% | 0.55% |
| Dalmia BharatCement & Cement Products | 1.25% | 0.50% |
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.