How much do Kotak Rural Opportunities Fund and Kotak Services Fund overlap?

They share 7 common holdings, a weighted portfolio overlap of about 22.82% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 22.82% overlap mean?

Weighted overlap sums the smaller of the two weights for each shared stock, so it approximates how much of the two portfolios coincide. Higher overlap means holding both funds adds less diversification.

Fund overlap

Kotak Rural Opportunities Fund vs Kotak Services Fund

Kotak MF · Sectoral / ThematicKotak MF · Sectoral / Thematic· as on May 2026

Weighted portfolio overlap

22.82%

Moderate overlap

Common

Only Kotak Rural

Only Kotak Services

7 of 76 unique stocks in common · Jaccard: 9.2%

Common holdings

Stock	in Kotak Rural	in Kotak Services
State Bank of IndiaBanks	8.85%	9.11%
Bharti AirtelTelecom - Services	9.20%	8.10%
Bajaj FinanceFinance	2.57%	3.60%
Shriram FinanceFinance	3.14%	2.00%
NTPCPower	3.16%	0.70%
Bank of BarodaBanks	0.47%	0.88%
Crompton Greaves Consumer ElectricalsConsumer Durables	0.62%	0.13%

FAQ

How much do Kotak Rural Opportunities Fund and Kotak Services Fund overlap?: They share 7 common holdings, a weighted portfolio overlap of about 22.82% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 22.82% overlap mean?: Weighted overlap sums the smaller of the two weights for each shared stock, so it approximates how much of the two portfolios coincide. Higher overlap means holding both funds adds less diversification.

Related comparisons

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.