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46 of 861 unique stocks in common · Jaccard: 5.3%
A weighted portfolio overlap of 1.27% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹1.27 is allocated to the exact same companies at the same relative proportions. The schemes share 46 common holdings.
The largest overlapping asset in their portfolios is IDFC First Bank, which commands a weight of 0.23% in Back to Index and 3.66% in Tata Small Cap Fund. Holding both schemes increases your concentration in IDFC First Bank 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 | in Tata |
|---|---|---|
| IDFC First BankBanks | 0.23% | 3.66% |
| RedingtonCommercial Services & Supplies | 0.06% | 1.25% |
| The Ramco CementsCement & Cement Products | 0.06% | 1.32% |
| WockhardtPharmaceuticals & Biotechnology | 0.06% | 3.66% |
| Carborundum UniversalIndustrial Products | 0.05% | 2.11% |
| Natco PharmaPharmaceuticals & Biotechnology | 0.05% | 0.48% |
| Anant RajRealty | 0.04% | 1.81% |
| Finolex CablesIndustrial Products | 0.04% | 0.88% |
| Usha MartinIndustrial Products | 0.04% | 5.05% |
| Balrampur Chini MillsAgricultural Food & Other Products | 0.03% | 0.97% |
| Cartrade TechRetailing | 0.03% | 1.58% |
| CIE Automotive IndiaAuto Components | 0.03% | 1.24% |
| JSW DuluxConsumer Durables | 0.03% | 0.78% |
| Kirloskar Pneumatic CompanyIndustrial Products | 0.03% | 5.68% |
| KSBIndustrial Products | 0.03% | 1.58% |
| PCBL ChemicalChemicals & Petrochemicals | 0.03% | 1.08% |
| Sudarshan Chemical IndustriesChemicals & Petrochemicals | 0.03% | 4.02% |
| Acme Solar HoldingsPower | 0.02% | 1.57% |
| Alivus Life SciencesPharmaceuticals & Biotechnology | 0.02% | 0.73% |
| BASF IndiaChemicals & Petrochemicals | 0.02% | 2.23% |
| DCB BankBanks | 0.02% | 1.71% |
| Eureka ForbesConsumer Durables | 0.02% | 0.42% |
| Godrej IndustriesDiversified | 0.02% | 3.76% |
| Gokaldas ExportsTextiles & Apparels | 0.02% | 0.89% |
| Graphite IndiaIndustrial Products | 0.02% | 2.35% |
| Gujarat Pipavav PortTransport Infrastructure | 0.02% | 1.47% |
| Kirloskar Ferrous IndustriesFerrous Metals | 0.02% | 1.57% |
| Time TechnoplastIndustrial Products | 0.02% | 2.13% |
| ASK AutomotiveAuto Components | 0.01% | 1.24% |
| C.E. Info SystemsIT - Software | 0.01% | 1.97% |
| Cello WorldConsumer Durables | 0.01% | 2.40% |
| Elantas Beck IndiaChemicals & Petrochemicals | 0.01% | 1.66% |
| Eveready Industries IndiaHousehold Products | 0.01% | 0.48% |
| Ganesha EcosphereTextiles & Apparels | 0.01% | 0.46% |
| Greenply IndustriesConsumer Durables | 0.01% | 1.49% |
| Keystone RealtorsRealty | 0.01% | 0.93% |
| Quess CorpCommercial Services & Supplies | 0.01% | 1.65% |
| Rallis IndiaFertilizers & Agrochemicals | 0.01% | 0.11% |
| SAMHI HotelsLeisure Services | 0.01% | 1.69% |
| Saregama IndiaEntertainment | 0.01% | 0.64% |
| Shopper StopRetailing | 0.01% | 1.61% |
| Sundaram ClaytonAuto Components | 0.01% | 1.74% |
| Tega IndustriesIndustrial Manufacturing | 0.01% | 3.87% |
| Transport Corporation Of IndiaTransport Services | 0.01% | 0.62% |
| VIP IndustriesConsumer Durables | 0.01% | 1.21% |
| Wonderla HolidaysLeisure Services | 0.01% | 1.75% |
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.