How much do Kotak Small Cap Fund and SBI Long Term Advantage Fund - Series IV overlap?

They share 4 common holdings, a weighted portfolio overlap of about 6.83% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.

What does 6.83% 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 SBI Long Term Advantage Fund - Series IV

Kotak MF · Small CapSBI MF · Equity (Diversified)· as on May 2026

Weighted portfolio overlap

6.83%

Low overlap

Common

Only Kotak

Only SBI

4 of 101 unique stocks in common · Jaccard: 4%

Common holdings

Stock	in Kotak	in SBI
Kalpataru Projects InternationalConstruction	2.62%	2.73%
ICICI BankBanks	1.86%	6.90%
Aptus Value Housing Finance IndiaFinance	1.66%	2.31%
G R InfraprojectsConstruction	0.69%	2.35%

FAQ

How much do Kotak Small Cap Fund and SBI Long Term Advantage Fund - Series IV overlap?: They share 4 common holdings, a weighted portfolio overlap of about 6.83% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.
What does 6.83% 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.