Fund overlap
Nippon India Growth Mid Cap Fund vs Kotak Mid Cap Fund
Fund A
Nippon India Growth Mid Cap Fund
Nippon India Growth Mid Cap Fund - Direct Plan - Bonus Option
Open Ended Schemes(Equity Scheme - Mid Cap Fund) · Nippon India Mutual Fund
Fund B
Kotak Mid Cap Fund
Kotak Mid Cap Fund - Direct Plan - IDCW - Payout & Re-investment of Income Distribution cum capital withdrawal option
Open Ended Schemes(Equity Schemes - Mid Cap Fund) · Kotak Mahindra Mutual Fund
Overlap
18.7%
- Shared holdings
- 32
- Holdings in A
- 103
- Holdings in B
- 73
Overlap measures how closely the two portfolios match, holding by holding and weight by weight, using each fund's latest disclosed holdings. 100% would mean the same holdings at the same weights.
Shared holdings
The 10 largest of 32 shared holdings, ordered by the smaller of the two weights.
| Holding | Nippon India Growth Mid Cap Fund | Kotak Mid Cap Fund |
|---|---|---|
| The Federal Bank Limited | 2.59% | 2.62% |
| Fortis Healthcare Limited | 2.53% | 3.49% |
| GE Vernova T&D India Limited | 2.01% | 2.45% |
| Eternal Limited | 2.42% | 1.72% |
| Gland Pharma Limited | 1.62% | 1.60% |
| Persistent Systems Limited | 1.73% | 1.60% |
| Bharat Forge Limited | 1.96% | 1.22% |
| IPCA Laboratories Limited | 1.19% | 3.57% |
| Max Financial Services Limited | 1.34% | 1.18% |
| Dixon Technologies (India) Limited | 1.10% | 2.87% |
Data as of 30 Sept 2026
Method: weighted Jaccard
Weighted Jaccard adds up the smaller weight of every holding across both funds and divides by the sum of the larger weights.