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10 of 50 unique stocks in common · Jaccard: 20%
A weighted portfolio overlap of 23.61% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹23.61 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 Bharti Airtel, which commands a weight of 9.48% in Kotak Nifty India Consumption ETF and 5.89% in SBI BSE Sensex ETF. Holding both schemes increases your concentration in Bharti Airtel 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 |
|---|---|---|
| Bharti AirtelTelecom - Services | 9.48% | 5.89% |
| ITCDiversified FMCG | 8.54% | 3.12% |
| Mahindra & MahindraAutomobiles | 8.40% | 3.07% |
| Hindustan UnileverDiversified FMCG | 5.90% | 2.16% |
| EternalRetailing | 5.57% | 2.02% |
| Maruti Suzuki IndiaAutomobiles | 5.32% | 1.95% |
| Titan CompanyConsumer Durables | 5.19% | 1.88% |
| Asian PaintsConsumer Durables | 3.73% | 1.36% |
| InterGlobe AviationTransport Services | 3.08% | 1.11% |
| TrentRetailing | 2.90% | 1.05% |
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.