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20 of 159 unique stocks in common · Jaccard: 12.6%
A weighted portfolio overlap of 17.76% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹17.76 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 Aster DM Healthcare, which commands a weight of 4.63% in Kotak Small Cap Fund and 2.02% in UTI Small Cap Fund. Holding both schemes increases your concentration in Aster DM Healthcare 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 UTI |
|---|---|---|
| Aster DM HealthcareHealthcare Services | 4.63% | 2.02% |
| Jubilant IngreviaChemicals & Petrochemicals | 1.32% | 1.65% |
| Vijaya Diagnostic CentreHealthcare Services | 4.04% | 1.32% |
| Techno Electric & Engineering CompanyConstruction | 2.21% | 1.26% |
| KFin TechnologiesCapital Markets | 1.19% | 1.42% |
| Metropolis HealthcareHealthcare Services | 1.99% | 1.12% |
| Ujjivan Small Finance BankBanks | 1.10% | 1.84% |
| V-Mart RetailRetailing | 1.32% | 0.98% |
| Brigade EnterprisesRealty | 1.51% | 0.97% |
| Crompton Greaves Consumer ElectricalsConsumer Durables | 1.31% | 0.93% |
| Karur Vysya BankBanks | 0.93% | 2.55% |
| Blue StarConsumer Durables | 1.24% | 0.74% |
| Carborundum UniversalIndustrial Products | 1.37% | 0.72% |
| Ratnamani Metals & TubesIndustrial Products | 1.35% | 0.68% |
| JK CementCement & Cement Products | 0.91% | 0.66% |
| Krishna Institute Of Medical SciencesHealthcare Services | 3.60% | 0.59% |
| G R InfraprojectsConstruction | 0.69% | 0.40% |
| Vishal Mega MartRetailing | 1.43% | 0.37% |
| Bharti HexacomTelecom - Services | 1.17% | 0.24% |
| Kewal Kiran ClothingTextiles & Apparels | 0.22% | 0.64% |
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.