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11 of 73 unique stocks in common · Jaccard: 15.1%
A weighted portfolio overlap of 16.33% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹16.33 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 HDFC Bank, which commands a weight of 2.41% in Kotak Quant Fund and 2.21% in SBI Quant Fund. Holding both schemes increases your concentration in HDFC Bank 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 |
|---|---|---|
| HDFC BankBanks | 2.41% | 2.21% |
| Polycab IndiaIndustrial Products | 2.09% | 2.76% |
| Shriram FinanceFinance | 1.79% | 5.68% |
| Bajaj FinanceFinance | 1.70% | 3.70% |
| Hero MotoCorpAutomobiles | 1.61% | 5.26% |
| AU Small Finance BankBanks | 1.59% | 5.22% |
| Hindustan ZincNon - Ferrous Metals | 1.31% | 2.63% |
| Indian BankBanks | 1.29% | 1.88% |
| Muthoot FinanceFinance | 1.17% | 2.69% |
| MaricoAgricultural Food & Other Products | 3.81% | 0.99% |
| Schaeffler IndiaAuto Components | 1.61% | 0.58% |
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.