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10 of 70 unique stocks in common · Jaccard: 14.3%
A weighted portfolio overlap of 16.41% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹16.41 is allocated to the exact same companies at the same relative proportions. The schemes share 10 common holdings.
The largest overlapping asset in their portfolios is Infosys, which commands a weight of 5.12% in Kotak Nifty 200 Quality 30 Index Fund and 3.54% in UTI Nifty 50 Index Fund. Holding both schemes increases your concentration in Infosys 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 |
|---|---|---|
| InfosysIT - Software | 5.12% | 3.54% |
| ITCDiversified FMCG | 4.64% | 2.42% |
| Tata Consultancy ServicesIT - Software | 5.37% | 2.16% |
| Hindustan UnileverDiversified FMCG | 4.58% | 1.67% |
| HCL TechnologiesIT - Software | 4.68% | 1.27% |
| Bharat ElectronicsAerospace & Defense | 4.48% | 1.24% |
| Bajaj AutoAutomobiles | 4.24% | 1.14% |
| Asian PaintsConsumer Durables | 3.65% | 1.11% |
| Nestle IndiaFood Products | 5.23% | 0.97% |
| Coal IndiaConsumable Fuels | 3.77% | 0.89% |
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.