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20 of 261 unique stocks in common · Jaccard: 7.7%
A weighted portfolio overlap of 10.98% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹10.98 is allocated to the exact same companies at the same relative proportions. The schemes share 20 common holdings.
The largest overlapping asset in their portfolios is Karur Vysya Bank, which commands a weight of 1.06% in Kotak Small Cap Fund and 1.29% in Nippon India Small Cap Fund. Holding both schemes increases your concentration in Karur Vysya Bank 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 Nippon |
|---|---|---|
| Karur Vysya BankBanks | 1.06% | 1.29% |
| Carborundum UniversalIndustrial Products | 1.33% | 0.92% |
| CyientIT - Services | 1.36% | 0.89% |
| Kalpataru Projects InternationalConstruction | 2.43% | 0.83% |
| Ajanta PharmaPharmaceuticals & Biotechnology | 2.10% | 0.79% |
| Balrampur Chini MillsAgricultural Food & Other Products | 1.35% | 0.73% |
| Aster DM Quality CareHealthcare Services | 4.91% | 0.67% |
| Blue StarConsumer Durables | 1.23% | 0.59% |
| PVR INOXEntertainment | 0.58% | 0.53% |
| Crompton Greaves Consumer ElectricalsConsumer Durables | 1.14% | 0.50% |
| KFin TechnologiesCapital Markets | 1.22% | 0.50% |
| Orient ElectricConsumer Durables | 0.73% | 0.43% |
| V.S.T Tillers TractorsAgricultural, Commercial & Construction Vehicles | 1.06% | 0.40% |
| Metropolis HealthcareHealthcare Services | 1.96% | 0.39% |
| Blue Dart ExpressTransport Services | 1.06% | 0.38% |
| G R InfraprojectsConstruction | 0.63% | 0.32% |
| Brigade EnterprisesRealty | 1.68% | 0.31% |
| Century Plyboards (India)Consumer Durables | 2.46% | 0.29% |
| Sandhar TechnologiesAuto Components | 0.57% | 0.26% |
| Sheela FoamConsumer Durables | 0.69% | 0.19% |
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 Jul 2026). Equity holdings only, ISIN-verified. Not investment advice.