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28 of 124 unique stocks in common · Jaccard: 22.6%
A weighted portfolio overlap of 30.89% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹30.89 is allocated to the exact same companies at the same relative proportions. The schemes share 28 common holdings.
The largest overlapping asset in their portfolios is The Federal Bank, which commands a weight of 2.14% in Kotak Midcap Fund and 1.87% in UTI - Mid Cap Fund. Holding both schemes increases your concentration in The Federal Bank 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 |
|---|---|---|
| The Federal BankBanks | 2.14% | 1.87% |
| Schaeffler IndiaAuto Components | 1.92% | 1.60% |
| Persistent SystemsIT - Software | 1.62% | 1.53% |
| Bank of MaharashtraBanks | 2.10% | 1.52% |
| Max Financial ServicesInsurance | 1.47% | 2.19% |
| SRFChemicals & Petrochemicals | 1.70% | 1.42% |
| BSECapital Markets | 1.39% | 2.01% |
| JK CementCement & Cement Products | 1.94% | 1.37% |
| Bharti HexacomTelecom - Services | 1.76% | 1.35% |
| Blue StarConsumer Durables | 1.30% | 1.54% |
| Bharat ForgeAuto Components | 1.28% | 1.32% |
| Dixon Technologies (India)Consumer Durables | 2.10% | 1.19% |
| GE Vernova T&D IndiaElectrical Equipment | 4.22% | 1.19% |
| SwiggyRetailing | 1.65% | 1.17% |
| MphasisIT - Software | 2.79% | 1.15% |
| Solar Industries IndiaChemicals & Petrochemicals | 2.55% | 1.09% |
| Indian BankBanks | 2.37% | 1.05% |
| HDB Financial ServicesFinance | 1.61% | 0.95% |
| Coromandel InternationalFertilizers & Agrochemicals | 1.55% | 0.92% |
| Vishal Mega MartRetailing | 2.67% | 0.92% |
| Cholamandalam Investment and Finance CompanyFinance | 1.66% | 0.91% |
| ICICI Lombard General Insurance CompanyInsurance | 1.18% | 0.91% |
| Global HealthHealthcare Services | 1.63% | 0.90% |
| Metro BrandsConsumer Durables | 1.21% | 0.75% |
| Bharat ElectronicsAerospace & Defense | 2.13% | 0.69% |
| Dalmia BharatCement & Cement Products | 1.25% | 0.67% |
| Hindustan Petroleum CorporationPetroleum Products | 1.41% | 0.22% |
| PI IndustriesFertilizers & Agrochemicals | 1.33% | 0.11% |
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.