How much do Kotak Small Cap Fund and SBI Smallcap Fund overlap?

They share 15 common holdings, a weighted portfolio overlap of about 18.07% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.

What does 18.07% 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 Smallcap Fund

Kotak MF · Small CapSBI MF · Small Cap· as on May 2026

Weighted portfolio overlap

18.07%

Low overlap

Common

Only Kotak

Only SBI

15 of 129 unique stocks in common · Jaccard: 11.6%

Common holdings

Stock	in Kotak	in SBI
Kalpataru Projects InternationalConstruction	2.62%	2.76%
Krishna Institute Of Medical SciencesHealthcare Services	3.60%	2.50%
V-Guard IndustriesConsumer Durables	1.38%	1.39%
Aptus Value Housing Finance IndiaFinance	1.66%	1.36%
Carborundum UniversalIndustrial Products	1.37%	1.36%
Ratnamani Metals & TubesIndustrial Products	1.35%	1.46%
Sansera EngineeringAuto Components	3.34%	1.35%
Balrampur Chini MillsAgricultural Food & Other Products	1.26%	1.51%
Happy ForgingsIndustrial Products	1.24%	1.37%
CMS Info SystemsCommercial Services & Supplies	1.13%	1.19%
Brigade EnterprisesRealty	1.51%	0.77%
Hawkins CookersConsumer Durables	0.75%	0.74%
Sheela FoamConsumer Durables	0.59%	0.51%
PVR INOXEntertainment	0.52%	0.36%
PhysicswallahOther Consumer Services	0.22%	0.14%

FAQ

How much do Kotak Small Cap Fund and SBI Smallcap Fund overlap?: They share 15 common holdings, a weighted portfolio overlap of about 18.07% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.
What does 18.07% 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.