How much do Kotak Services Fund and Nippon India Banking & Financial Services Fund overlap?

They share 5 common holdings, a weighted portfolio overlap of about 27.39% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 27.39% 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 Nippon India Banking & Financial Services Fund

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

Weighted portfolio overlap

27.39%

Moderate overlap

Common

Only Kotak

Only Nippon

5 of 59 unique stocks in common · Jaccard: 8.5%

Common holdings

Stock	in Kotak	in Nippon
ICICI BankBanks	9.78%	16.43%
Axis BankBanks	10.10%	9.34%
State Bank of IndiaBanks	9.11%	6.20%
HDFC BankBanks	1.92%	18.28%
Equitas Small Finance BankBanks	0.15%	2.36%

FAQ

How much do Kotak Services Fund and Nippon India Banking & Financial Services Fund overlap?: They share 5 common holdings, a weighted portfolio overlap of about 27.39% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 27.39% 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.