How much do Kotak Small Cap Fund and Nippon India Small Cap Fund overlap?

They share 21 common holdings, a weighted portfolio overlap of about 11.19% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.

What does 11.19% 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 Small Cap Fund vs Nippon India Small Cap Fund

Kotak MF · Small CapNippon India MF · Small Cap· as on May 2026

Weighted portfolio overlap

11.19%

Low overlap

Common

Only Kotak

181

Only Nippon

21 of 258 unique stocks in common · Jaccard: 8.1%

Common holdings

Stock	in Kotak	in Nippon
Karur Vysya BankBanks	0.93%	1.29%
Carborundum UniversalIndustrial Products	1.37%	0.92%
CyientIT - Services	1.69%	0.89%
Kalpataru Projects InternationalConstruction	2.62%	0.83%
Ajanta PharmaPharmaceuticals & Biotechnology	1.88%	0.79%
Balrampur Chini MillsAgricultural Food & Other Products	1.26%	0.73%
Aster DM HealthcareHealthcare Services	4.63%	0.67%
Blue StarConsumer Durables	1.24%	0.59%
PVR INOXEntertainment	0.52%	0.53%
Crompton Greaves Consumer ElectricalsConsumer Durables	1.31%	0.50%
KFin TechnologiesCapital Markets	1.19%	0.50%
Orient ElectricConsumer Durables	0.84%	0.43%
V.S.T Tillers TractorsAgricultural, Commercial & Construction Vehicles	1.16%	0.40%
Metropolis HealthcareHealthcare Services	1.99%	0.39%
Blue Dart ExpressTransport Services	1.13%	0.38%
JB Chemicals & PharmaceuticalsPharmaceuticals & Biotechnology	0.87%	0.35%
G R InfraprojectsConstruction	0.69%	0.32%
Brigade EnterprisesRealty	1.51%	0.31%
Century Plyboards (India)Consumer Durables	2.53%	0.29%
Sandhar TechnologiesAuto Components	0.70%	0.26%
Sheela FoamConsumer Durables	0.59%	0.19%

FAQ

How much do Kotak Small Cap Fund and Nippon India Small Cap Fund overlap?: They share 21 common holdings, a weighted portfolio overlap of about 11.19% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.
What does 11.19% 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.