Loading fund overlap…
11 of 74 unique stocks in common · Jaccard: 14.9%
A weighted portfolio overlap of 25.29% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹25.29 is allocated to the exact same companies at the same relative proportions. The schemes share 11 common holdings.
The largest overlapping asset in their portfolios is Nestle India, which commands a weight of 3.16% in Kotak Quant Fund and 5.64% in SBI Quant Fund. Holding both schemes increases your concentration in Nestle 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 SBI |
|---|---|---|
| Nestle IndiaFood Products | 3.16% | 5.64% |
| MaricoAgricultural Food & Other Products | 3.14% | 3.78% |
| The Federal BankBanks | 2.75% | 3.69% |
| Eicher MotorsAutomobiles | 2.65% | 5.45% |
| NMDCMinerals & Mining | 2.30% | 2.61% |
| AU Small Finance BankBanks | 2.22% | 5.10% |
| Polycab IndiaIndustrial Products | 2.22% | 2.26% |
| L&T FinanceFinance | 1.92% | 1.97% |
| Shriram FinanceFinance | 1.88% | 4.39% |
| Bajaj AutoAutomobiles | 1.85% | 5.79% |
| Cummins IndiaIndustrial Products | 2.11% | 1.20% |
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.