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7 of 53 unique stocks in common · Jaccard: 13.2%
A weighted portfolio overlap of 16.03% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹16.03 is allocated to the exact same companies at the same relative proportions. The schemes share 7 common holdings.
The largest overlapping asset in their portfolios is Infosys, which commands a weight of 3.74% in Kotak Nifty200 Quality 30 ETF and 4.56% in SBI BSE Sensex ETF. 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 SBI |
|---|---|---|
| InfosysIT - Software | 3.74% | 4.56% |
| ITCDiversified FMCG | 3.79% | 3.12% |
| Tata Consultancy ServicesIT - Software | 3.67% | 2.58% |
| Hindustan UnileverDiversified FMCG | 4.94% | 2.16% |
| Bharat ElectronicsAerospace & Defense | 5.33% | 1.66% |
| HCL TechnologiesIT - Software | 3.71% | 1.41% |
| Asian PaintsConsumer Durables | 3.85% | 1.36% |
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.