How much do Kotak Multi Asset Allocation Fund and SBI Multi Asset Allocation Fund overlap?

They share 27 common holdings, a weighted portfolio overlap of about 16.89% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.

What does 16.89% overlap mean?

Weighted overlap sums the smaller of the two weights for each shared stock, so it approximates how much of the two portfolios coincide. Higher overlap means holding both funds adds less diversification.

Fund overlap

Kotak Multi Asset Allocation Fund vs SBI Multi Asset Allocation Fund

Kotak MF · HybridSBI MF · Hybrid· as on May 2026

Weighted portfolio overlap

16.89%

Low overlap

Common

Only Kotak

Only SBI

27 of 107 unique stocks in common · Jaccard: 25.2%

Common holdings

Stock	in Kotak	in SBI
Bandhan BankBanks	2.20%	2.33%
Indus TowersTelecom - Services	2.22%	1.98%
ICICI BankBanks	1.47%	1.59%
Reliance IndustriesPetroleum Products	1.63%	1.24%
HDFC BankBanks	2.09%	1.08%
Kotak Mahindra BankBanks	1.00%	1.41%
Samvardhana Motherson InternationalAuto Components	0.86%	0.96%
Oil IndiaOil	2.31%	0.64%
ITCDiversified FMCG	3.45%	0.60%
Bank of BarodaBanks	1.57%	0.57%
Oil & Natural Gas CorporationOil	0.56%	1.67%
SwiggyRetailing	0.91%	0.56%
State Bank of IndiaBanks	3.73%	0.50%
FSN E-Commerce VenturesRetailing	0.76%	0.47%
Dabur IndiaPersonal Products	0.46%	0.58%
GAIL (India)Gas	0.40%	2.10%
Tech MahindraIT - Software	1.34%	0.38%
WiproIT - Software	0.38%	0.34%
EmamiPersonal Products	0.36%	0.22%
InfosysIT - Software	1.49%	0.22%
Life Insurance Corporation of IndiaInsurance	0.41%	0.22%
Tata SteelFerrous Metals	1.10%	0.22%
Ashoka BuildconConstruction	0.25%	0.21%
Aditya Birla Sun Life AMCCapital Markets	0.60%	0.17%
Bharti AirtelTelecom - Services	1.54%	0.16%
Interglobe AviationTransport Services	0.32%	0.12%
PVR INOXEntertainment	0.48%	0.04%

FAQ

How much do Kotak Multi Asset Allocation Fund and SBI Multi Asset Allocation Fund overlap?: They share 27 common holdings, a weighted portfolio overlap of about 16.89% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.
What does 16.89% overlap mean?: Weighted overlap sums the smaller of the two weights for each shared stock, so it approximates how much of the two portfolios coincide. Higher overlap means holding both funds adds less diversification.

Related comparisons

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.