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25 of 55 unique stocks in common · Jaccard: 45.5%
A weighted portfolio overlap of 47.42% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹47.42 is allocated to the exact same companies at the same relative proportions. The schemes share 25 common holdings.
The largest overlapping asset in their portfolios is HDFC Bank, which commands a weight of 4.19% in Kotak Nifty 100 Low Volatility 30 ETF and 10.53% in UTI Nifty 50 ETF. Holding both schemes increases your concentration in HDFC 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 |
|---|---|---|
| HDFC BankBanks | 4.19% | 10.53% |
| ICICI BankBanks | 3.86% | 8.30% |
| Larsen & ToubroConstruction | 3.66% | 4.42% |
| Bharti AirtelTelecom - Services | 3.41% | 5.19% |
| State Bank of IndiaBanks | 3.08% | 3.70% |
| Reliance IndustriesPetroleum Products | 2.95% | 8.25% |
| Kotak Mahindra BankBanks | 3.26% | 2.61% |
| ITCDiversified FMCG | 3.33% | 2.56% |
| InfosysIT - Software | 2.27% | 3.76% |
| Tata Consultancy ServicesIT - Software | 2.87% | 2.13% |
| Hindustan UnileverDiversified FMCG | 3.66% | 1.77% |
| Sun Pharmaceutical IndustriesPharmaceuticals & Biotechnology | 3.40% | 1.76% |
| Maruti Suzuki IndiaAutomobiles | 3.43% | 1.59% |
| Titan CompanyConsumer Durables | 3.45% | 1.55% |
| Ultratech CementCement & Cement Products | 3.91% | 1.26% |
| HCL TechnologiesIT - Software | 2.25% | 1.15% |
| Asian PaintsConsumer Durables | 3.68% | 1.12% |
| Bajaj AutoAutomobiles | 3.44% | 1.07% |
| Bajaj FinservFinance | 3.01% | 0.95% |
| Nestle IndiaFood Products | 4.03% | 0.94% |
| Apollo Hospitals EnterpriseHealthcare Services | 3.72% | 0.78% |
| SBI Life Insurance CompanyInsurance | 3.46% | 0.76% |
| CiplaPharmaceuticals & Biotechnology | 3.71% | 0.73% |
| Dr. Reddy's LaboratoriesPharmaceuticals & Biotechnology | 3.23% | 0.73% |
| WiproIT - Software | 2.80% | 0.54% |
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.