How much do Kotak Rural Opportunities Fund and Nippon India ETF Nifty Dividend Opportunities 50 overlap?

They share 12 common holdings, a weighted portfolio overlap of about 21.26% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 21.26% 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 Nippon India ETF Nifty Dividend Opportunities 50

Kotak MF · Sectoral / ThematicNippon India MF · ETF· as on May 2026

Weighted portfolio overlap

21.26%

Moderate overlap

Common

Only Kotak

Only Nippon

12 of 83 unique stocks in common · Jaccard: 14.5%

Common holdings

Stock	in Kotak	in Nippon
State Bank of IndiaBanks	8.85%	8.15%
NTPCPower	3.16%	4.43%
ITCDiversified FMCG	1.85%	9.74%
Hindustan UnileverDiversified FMCG	1.69%	5.12%
Britannia IndustriesFood Products	3.01%	1.45%
Bajaj AutoAutomobiles	1.42%	2.59%
Cummins IndiaIndustrial Products	1.44%	1.14%
NHPCPower	0.99%	0.77%
Indian BankBanks	0.63%	0.49%
Bank of BarodaBanks	0.47%	1.35%
Mahindra & Mahindra Financial ServicesFinance	0.95%	0.40%
VedantaDiversified Metals	0.27%	1.37%

FAQ

How much do Kotak Rural Opportunities Fund and Nippon India ETF Nifty Dividend Opportunities 50 overlap?: They share 12 common holdings, a weighted portfolio overlap of about 21.26% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 21.26% 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.