Loading fund overlap…
7 of 87 unique stocks in common · Jaccard: 8%
A weighted portfolio overlap of 12.45% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹12.45 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 Bharti Airtel, which commands a weight of 2.39% in Kotak Quant Fund and 3.27% in SBI Equity Hybrid Fund. 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 SBI |
|---|---|---|
| Bharti AirtelTelecom - Services | 2.39% | 3.27% |
| HDFC BankBanks | 2.41% | 2.39% |
| State Bank of IndiaBanks | 2.05% | 3.79% |
| Hindalco IndustriesNon - Ferrous Metals | 2.59% | 1.74% |
| Bajaj FinanceFinance | 1.70% | 2.49% |
| Muthoot FinanceFinance | 1.17% | 2.79% |
| Jindal SteelFerrous Metals | 2.13% | 1.01% |
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.