Portfolio Overlap Between Motilal Oswal Midcap and Kotak Emerging Equity
Overlap Score: 35%
The portfolio overlap between Motilal Oswal Midcap and Kotak Emerging Equity is 35%. This means 35% of their holdings are common. Investors looking for diversification may consider reducing overlap above 50%.
Key Takeaways
- •Overlap score: 35%
- •Category context: Equity mutual funds
- •Review top common holdings before adding both funds.
- •Use the portfolio tool to compare your full list of funds.
FAQ
Should I invest in both Motilal Oswal Midcap and Kotak Emerging Equity?
You may hold both, but monitor combined exposure to top overlapping stocks.
What is a good overlap percentage?
Below 40% is generally healthier for diversification between two active equity funds.