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8 of 112 unique stocks in common · Jaccard: 7.1%
A weighted portfolio overlap of 20.34% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹20.34 is allocated to the exact same companies at the same relative proportions. The schemes share 8 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 9.87% in Tata Nifty500 Multicap Infrastructure 50-30-20 Index Fund. 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 Tata |
|---|---|---|
| Bharti AirtelTelecom - Services | 9.20% | 9.87% |
| NTPCPower | 3.16% | 3.22% |
| Ultratech CementCement & Cement Products | 2.89% | 2.39% |
| Indus TowersTelecom - Services | 2.50% | 2.07% |
| Tata Power CompanyPower | 1.90% | 1.24% |
| NHPCPower | 0.99% | 0.90% |
| Ashok LeylandAgricultural, Commercial & Construction Vehicles | 0.88% | 1.61% |
| Dalmia BharatCement & Cement Products | 1.35% | 0.50% |
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.