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14 of 81 unique stocks in common · Jaccard: 17.3%
A weighted portfolio overlap of 25.96% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹25.96 is allocated to the exact same companies at the same relative proportions. The schemes share 14 common holdings.
The largest overlapping asset in their portfolios is Bharti Airtel, which commands a weight of 9.20% in Kotak Rural Opportunities Fund and 5.19% in SBI Nifty 50 ETF. 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 | 9.20% | 5.19% |
| State Bank of IndiaBanks | 8.85% | 3.70% |
| Mahindra & MahindraAutomobiles | 7.66% | 2.52% |
| Bajaj FinanceFinance | 2.57% | 2.25% |
| ITCDiversified FMCG | 1.85% | 2.56% |
| NTPCPower | 3.16% | 1.70% |
| Hindustan UnileverDiversified FMCG | 1.69% | 1.77% |
| Ultratech CementCement & Cement Products | 2.89% | 1.26% |
| Shriram FinanceFinance | 3.14% | 1.23% |
| Bajaj AutoAutomobiles | 1.42% | 1.07% |
| Maruti Suzuki IndiaAutomobiles | 0.99% | 1.59% |
| Eicher MotorsAutomobiles | 1.99% | 0.91% |
| Asian PaintsConsumer Durables | 0.84% | 1.12% |
| SBI Life Insurance CompanyInsurance | 2.07% | 0.76% |
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.