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8 of 117 unique stocks in common · Jaccard: 6.8%
A weighted portfolio overlap of 4.16% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹4.16 is allocated to the exact same companies at the same relative proportions. The schemes share 8 common holdings.
The largest overlapping asset in their portfolios is Blue Star, which commands a weight of 1.30% in Kotak Midcap Fund and 0.92% in UTI - Infrastructure Fund. Holding both schemes increases your concentration in Blue Star 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 UTI |
|---|---|---|
| Blue StarConsumer Durables | 1.30% | 0.92% |
| Bharat ForgeAuto Components | 1.28% | 0.79% |
| Bharat ElectronicsAerospace & Defense | 2.13% | 0.74% |
| Solar Industries IndiaChemicals & Petrochemicals | 2.55% | 0.51% |
| RECFinance | 0.69% | 0.45% |
| ZF Commercial Vehicle Control Systems IndiaAuto Components | 0.81% | 0.45% |
| Hindustan Petroleum CorporationPetroleum Products | 1.41% | 0.20% |
| Oberoi RealtyRealty | 2.10% | 0.10% |
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.