How much do Kotak Nifty Smallcap 50 Index Fund and quant BFSI Fund overlap?

They share 4 common holdings, a weighted portfolio overlap of about 10.41% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.

What does 10.41% overlap mean?

Weighted overlap sums the smaller of the two weights for each shared stock, so it approximates how much of the two portfolios coincide. Higher overlap means holding both funds adds less diversification.

Fund overlap

Kotak Nifty Smallcap 50 Index Fund vs quant BFSI Fund

Kotak MF · Index FundQuant MF · Smart-Beta / Factor· as on May 2026

Weighted portfolio overlap

10.41%

Low overlap

Common

Only Kotak

Only quant

4 of 59 unique stocks in common · Jaccard: 6.8%

Common holdings

Stock	in Kotak	in quant
Piramal FinanceFinance	3.13%	8.72%
RBL BankBanks	2.81%	4.31%
Bandhan BankBanks	2.50%	2.82%
Manappuram FinanceFinance	2.41%	1.97%

FAQ

How much do Kotak Nifty Smallcap 50 Index Fund and quant BFSI Fund overlap?: They share 4 common holdings, a weighted portfolio overlap of about 10.41% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.
What does 10.41% overlap mean?: Weighted overlap sums the smaller of the two weights for each shared stock, so it approximates how much of the two portfolios coincide. Higher overlap means holding both funds adds less diversification.

Related comparisons

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.