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14 of 56 unique stocks in common · Jaccard: 25%
A weighted portfolio overlap of 35.34% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹35.34 is allocated to the exact same companies at the same relative proportions. The schemes share 14 common holdings.
The largest overlapping asset in their portfolios is Oil & Natural Gas Corporation, which commands a weight of 7.69% in Back to Index and 9.62% in Back to Index. Holding both schemes increases your concentration in Oil & Natural Gas Corporation 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 |
|---|---|---|
| Oil & Natural Gas CorporationOil | 7.69% | 9.62% |
| NTPCPower | 9.26% | 6.54% |
| Power Grid Corporation of IndiaPower | 7.09% | 4.98% |
| Adani PowerPower | 4.39% | 3.17% |
| GAIL (India)Gas | 2.90% | 4.48% |
| Tata Power CompanyPower | 3.61% | 2.57% |
| Oil IndiaOil | 1.73% | 2.72% |
| Adani Green EnergyPower | 1.97% | 1.42% |
| Torrent PowerPower | 1.63% | 1.14% |
| JSW EnergyPower | 1.49% | 1.05% |
| NHPCPower | 1.27% | 0.91% |
| Gujarat State PetronetGas | 0.54% | 0.83% |
| CESCPower | 0.57% | 0.41% |
| Reliance PowerPower | 0.41% | 0.29% |
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.