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

They share 13 common holdings, a weighted portfolio overlap of about 17.91% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.

What does 17.91% 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 Small Cap Fund

Kotak MF · Index FundQuant MF · Small Cap· as on May 2026

Weighted portfolio overlap

17.91%

Low overlap

Common

Only Kotak

Only quant

13 of 114 unique stocks in common · Jaccard: 11.4%

Common holdings

Stock	in Kotak	in quant
RBL BankBanks	2.81%	4.66%
Piramal FinanceFinance	3.13%	2.63%
Aster DM HealthcareHealthcare Services	2.49%	2.59%
Anand Rathi WealthCapital Markets	1.99%	2.58%
Welspun CorpIndustrial Products	2.43%	1.87%
Manappuram FinanceFinance	2.41%	1.59%
NBCC (India)Construction	1.40%	1.27%
Aegis LogisticsGas	1.27%	1.88%
Gland PharmaPharmaceuticals & Biotechnology	2.42%	0.82%
Sona BLW Precision ForgingsAuto Components	3.67%	0.53%
Kaynes Technology IndiaIndustrial Manufacturing	1.32%	0.24%
Himadri Speciality ChemicalChemicals & Petrochemicals	1.92%	0.22%
Castrol IndiaPetroleum Products	1.19%	0.18%

FAQ

How much do Kotak Nifty Smallcap 50 Index Fund and quant Small Cap Fund overlap?: They share 13 common holdings, a weighted portfolio overlap of about 17.91% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.
What does 17.91% 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.