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17 of 56 unique stocks in common · Jaccard: 30.4%
A weighted portfolio overlap of 56.02% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹56.02 is allocated to the exact same companies at the same relative proportions. The schemes share 17 common holdings.
The largest overlapping asset in their portfolios is Infosys, which commands a weight of 17.10% in Kotak Technology Fund and 16.88% in Tata Digital India Fund. Holding both schemes increases your concentration in Infosys 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 Tata |
|---|---|---|
| InfosysIT - Software | 17.10% | 16.88% |
| Tech MahindraIT - Software | 6.99% | 9.39% |
| Tata Consultancy ServicesIT - Software | 6.20% | 10.03% |
| EternalRetailing | 6.42% | 5.29% |
| Bharti AirtelTelecom - Services | 17.39% | 4.86% |
| Persistent SystemsIT - Software | 4.68% | 3.20% |
| HCL TechnologiesIT - Software | 3.17% | 3.80% |
| Dixon Technologies (India)Consumer Durables | 2.56% | 1.55% |
| SwiggyRetailing | 2.61% | 1.33% |
| Firstsource SolutionsCommercial Services & Supplies | 1.32% | 2.05% |
| MphasisIT - Software | 3.92% | 1.19% |
| WiproIT - Software | 1.04% | 3.99% |
| LTIMindtreeIT - Software | 1.44% | 0.89% |
| DelhiveryTransport Services | 1.16% | 0.78% |
| CoforgeIT - Software | 2.37% | 0.66% |
| Billionbrains Garage VenturesCapital Markets | 1.60% | 0.56% |
| PhysicswallahOther Consumer Services | 1.91% | 0.11% |
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.