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16 of 64 unique stocks in common · Jaccard: 25%
A weighted portfolio overlap of 24.83% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹24.83 is allocated to the exact same companies at the same relative proportions. The schemes share 16 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 5.19% in UTI Nifty 50 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 UTI |
|---|---|---|
| Bharti AirtelTelecom - Services | 9.48% | 5.19% |
| ITCDiversified FMCG | 8.54% | 2.56% |
| Mahindra & MahindraAutomobiles | 8.40% | 2.52% |
| Hindustan UnileverDiversified FMCG | 5.90% | 1.77% |
| EternalRetailing | 5.57% | 1.67% |
| Maruti Suzuki IndiaAutomobiles | 5.32% | 1.59% |
| Titan CompanyConsumer Durables | 5.19% | 1.55% |
| Asian PaintsConsumer Durables | 3.73% | 1.12% |
| Bajaj AutoAutomobiles | 3.58% | 1.07% |
| Nestle IndiaFood Products | 3.15% | 0.94% |
| InterGlobe AviationTransport Services | 3.08% | 0.92% |
| Eicher MotorsAutomobiles | 3.05% | 0.91% |
| TrentRetailing | 2.90% | 0.87% |
| Apollo Hospitals EnterpriseHealthcare Services | 2.60% | 0.78% |
| Tata Consumer ProductsAgricultural Food & Other Products | 2.37% | 0.71% |
| Max Healthcare InstituteHealthcare Services | 2.22% | 0.66% |
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.