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13 of 40 unique stocks in common · Jaccard: 32.5%
A weighted portfolio overlap of 49.15% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹49.15 is allocated to the exact same companies at the same relative proportions. The schemes share 13 common holdings.
The largest overlapping asset in their portfolios is Bharti Airtel, which commands a weight of 17.39% in Kotak Technology Fund and 8.65% in Lic Mf Technology Fund. Holding both schemes increases your concentration in Bharti Airtel 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 Lic |
|---|---|---|
| Bharti AirtelTelecom - Services | 17.39% | 8.65% |
| InfosysIT - Software | 17.10% | 8.56% |
| Tech MahindraIT - Software | 6.99% | 5.21% |
| Persistent SystemsIT - Software | 4.68% | 4.69% |
| EternalRetailing | 6.42% | 4.11% |
| Tata Consultancy ServicesIT - Software | 6.20% | 4.06% |
| MphasisIT - Software | 3.92% | 3.17% |
| Bharti HexacomTelecom - Services | 3.56% | 2.24% |
| CoforgeIT - Software | 2.37% | 2.19% |
| Oracle Financial Services SoftwareIT - Software | 1.70% | 3.10% |
| HCL TechnologiesIT - Software | 3.17% | 1.60% |
| FSN E-Commerce VenturesRetailing | 1.50% | 1.92% |
| Indus TowersTelecom - Services | 3.41% | 1.48% |
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.