How much do Kotak Rural Opportunities Fund and Tata Nifty Financial Services Index Fund overlap?

They share 6 common holdings, a weighted portfolio overlap of about 19.84% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.

What does 19.84% 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 Tata Nifty Financial Services Index Fund

Kotak MF · Sectoral / ThematicTata MF · Index Fund· as on May 2026

Weighted portfolio overlap

19.84%

Low overlap

Common

Only Kotak

Only Tata

6 of 59 unique stocks in common · Jaccard: 10.2%

Common holdings

Stock	in Kotak	in Tata
State Bank of IndiaBanks	8.85%	9.02%
Shriram FinanceFinance	3.14%	4.39%
Bajaj FinanceFinance	2.57%	8.05%
Cholamandalam Investment and Finance CompanyFinance	2.13%	2.18%
SBI Life Insurance CompanyInsurance	2.07%	2.72%
Muthoot FinanceFinance	1.89%	1.08%

FAQ

How much do Kotak Rural Opportunities Fund and Tata Nifty Financial Services Index Fund overlap?: They share 6 common holdings, a weighted portfolio overlap of about 19.84% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.
What does 19.84% 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.