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6 of 79 unique stocks in common · Jaccard: 7.6%
A weighted portfolio overlap of 12.35% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹12.35 is allocated to the exact same companies at the same relative proportions. The schemes share 6 common holdings.
The largest overlapping asset in their portfolios is Adani Ports and Special Economic Zone, which commands a weight of 5.22% in Kotak Transportation & Logistics Fund and 3.97% in Tata Infrastructure Fund. Holding both schemes increases your concentration in Adani Ports and Special Economic Zone 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 |
|---|---|---|
| Adani Ports and Special Economic ZoneTransport Infrastructure | 5.22% | 3.97% |
| InterGlobe AviationTransport Services | 5.52% | 2.95% |
| ZF Commercial Vehicle Control Systems IndiaAuto Components | 5.38% | 2.08% |
| Schaeffler IndiaAuto Components | 1.51% | 1.82% |
| Mahindra LogisticsTransport Services | 1.72% | 1.10% |
| KrossAuto Components | 1.33% | 0.74% |
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.