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9 of 100 unique stocks in common · Jaccard: 9%
A weighted portfolio overlap of 7.01% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹7.01 is allocated to the exact same companies at the same relative proportions. The schemes share 9 common holdings.
The largest overlapping asset in their portfolios is Dixon Technologies (India), which commands a weight of 1.86% in Kotak Pioneer Fund and 1.15% in Tata Ethical Fund. Holding both schemes increases your concentration in Dixon Technologies (India) 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 Tata |
|---|---|---|
| Dixon Technologies (India)Consumer Durables | 1.86% | 1.15% |
| SwiggyRetailing | 1.04% | 1.74% |
| UNO MindaAuto Components | 2.00% | 0.97% |
| Godrej Consumer ProductsPersonal Products | 1.29% | 0.90% |
| Avenue SupermartsRetailing | 1.36% | 0.74% |
| Schaeffler IndiaAuto Components | 0.92% | 0.63% |
| 3M IndiaDiversified | 0.54% | 0.60% |
| Carborundum UniversalIndustrial Products | 0.53% | 1.11% |
| CyientIT - Services | 0.51% | 0.69% |
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 Aug 2026). Equity holdings only, ISIN-verified. Not investment advice.