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11 of 47 unique stocks in common · Jaccard: 23.4%
A weighted portfolio overlap of 36.97% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹36.97 is allocated to the exact same companies at the same relative proportions. The schemes share 11 common holdings.
The largest overlapping asset in their portfolios is CG Power and Industrial Solutions, which commands a weight of 5.18% in Back to Index and 6.43% in Back to Index. Holding both schemes increases your concentration in CG Power and Industrial Solutions 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 Back to Index | in Back to Index |
|---|---|---|
| CG Power and Industrial SolutionsElectrical Equipment | 5.18% | 6.43% |
| EternalRetailing | 5.07% | 5.32% |
| Shriram FinanceFinance | 4.31% | 4.13% |
| Waaree EnergiesElectrical Equipment | 3.98% | 4.05% |
| Ather EnergyAutomobiles | 3.73% | 3.81% |
| Multi Commodity Exchange of IndiaCapital Markets | 5.25% | 3.72% |
| Bharat ElectronicsAerospace & Defense | 3.88% | 2.77% |
| Suzlon EnergyElectrical Equipment | 3.55% | 2.46% |
| Samvardhana Motherson InternationalAuto Components | 3.23% | 2.28% |
| Onesource Specialty PharmaPharmaceuticals & Biotechnology | 3.95% | 2.20% |
| Apollo Hospitals EnterpriseHealthcare Services | 1.45% | 3.03% |
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 Apr 2026). Equity holdings only, ISIN-verified. Not investment advice.