How much do Kotak Services Fund and Lic Mf Unit Linked Insurance Scheme overlap?

They share 9 common holdings, a weighted portfolio overlap of about 25.67% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 25.67% 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 Services Fund vs Lic Mf Unit Linked Insurance Scheme

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

Weighted portfolio overlap

25.67%

Moderate overlap

Common

Only Kotak

Only Lic

9 of 71 unique stocks in common · Jaccard: 12.7%

Common holdings

Stock	in Kotak	in Lic
ICICI BankBanks	9.78%	8.00%
InfosysIT - Software	4.35%	2.97%
Titan CompanyConsumer Durables	4.25%	2.78%
Bajaj FinanceFinance	3.60%	2.69%
Axis BankBanks	10.10%	2.57%
Bharti AirtelTelecom - Services	8.10%	2.14%
HDFC BankBanks	1.92%	4.26%
State Bank of IndiaBanks	9.11%	1.36%
Tata Consultancy ServicesIT - Software	1.24%	1.72%

FAQ

How much do Kotak Services Fund and Lic Mf Unit Linked Insurance Scheme overlap?: They share 9 common holdings, a weighted portfolio overlap of about 25.67% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 25.67% 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.