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26 of 54 unique stocks in common · Jaccard: 48.1%
A weighted portfolio overlap of 48.71% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹48.71 is allocated to the exact same companies at the same relative proportions. The schemes share 26 common holdings.
The largest overlapping asset in their portfolios is ICICI Bank, which commands a weight of 3.96% in Kotak Nifty 100 Low Volatility 30 ETF and 9.18% in SBI Nifty 50 ETF. Holding both schemes increases your concentration in ICICI 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 SBI |
|---|---|---|
| ICICI BankBanks | 3.96% | 9.18% |
| Bharti AirtelTelecom - Services | 3.70% | 5.36% |
| HDFC BankBanks | 3.37% | 10.23% |
| Reliance IndustriesPetroleum Products | 3.32% | 7.89% |
| State Bank of IndiaBanks | 3.04% | 3.79% |
| InfosysIT - Software | 2.87% | 3.54% |
| Larsen & ToubroConstruction | 2.63% | 4.12% |
| Kotak Mahindra BankBanks | 3.11% | 2.57% |
| ITCDiversified FMCG | 3.40% | 2.42% |
| Tata Consultancy ServicesIT - Software | 3.52% | 2.16% |
| Sun Pharmaceutical IndustriesPharmaceuticals & Biotechnology | 3.73% | 1.88% |
| Titan CompanyConsumer Durables | 3.37% | 1.80% |
| Hindustan UnileverDiversified FMCG | 3.39% | 1.67% |
| Maruti Suzuki IndiaAutomobiles | 3.19% | 1.66% |
| NTPCPower | 3.66% | 1.47% |
| HCL TechnologiesIT - Software | 3.29% | 1.27% |
| Ultratech CementCement & Cement Products | 3.18% | 1.26% |
| Bajaj AutoAutomobiles | 3.70% | 1.14% |
| Asian PaintsConsumer Durables | 2.98% | 1.11% |
| Bajaj FinservFinance | 3.53% | 1.05% |
| Nestle IndiaFood Products | 3.70% | 0.97% |
| Apollo Hospitals EnterpriseHealthcare Services | 3.65% | 0.82% |
| SBI Life Insurance CompanyInsurance | 3.77% | 0.76% |
| CiplaPharmaceuticals & Biotechnology | 3.38% | 0.74% |
| Dr. Reddy's LaboratoriesPharmaceuticals & Biotechnology | 2.58% | 0.63% |
| WiproIT - Software | 3.09% | 0.44% |
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 Jul 2026). Equity holdings only, ISIN-verified. Not investment advice.