How much do Franklin India Aggressive Hybrid Fund ^ and Tata Aggressive Hybrid Fund overlap?

They share 15 common holdings, a weighted portfolio overlap of about 29.44% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 29.44% overlap mean?

Weighted overlap sums the smaller of the two weights for each shared stock, so it approximates how much of the two portfolios coincide. Higher overlap means holding both funds adds less diversification.

Fund overlap

Franklin India Aggressive Hybrid Fund ^ vs Tata Aggressive Hybrid Fund

Franklin Templeton MF · HybridTata MF · Hybrid· as on May 2026

Weighted portfolio overlap

29.44%

Moderate overlap

Common

Only Franklin

Only Tata

15 of 70 unique stocks in common · Jaccard: 21.4%

Common holdings

Stock	in Franklin	in Tata
ICICI BankBanks	4.94%	4.78%
Bharti AirtelTelecom - Services	2.96%	4.97%
Reliance IndustriesPetroleum Products	3.81%	2.87%
Larsen & ToubroConstruction	3.08%	2.77%
InfosysIT - Software	2.21%	2.61%
Axis BankBanks	3.65%	2.10%
Mahindra & MahindraAutomobiles	1.86%	2.15%
Ultratech CementCement & Cement Products	1.71%	2.49%
State Bank of IndiaBanks	3.54%	1.57%
HDFC BankBanks	5.01%	1.42%
Britannia IndustriesFood Products	1.36%	2.06%
Interglobe AviationTransport Services	1.25%	1.56%
Hindustan AeronauticsAerospace & Defense	1.18%	1.46%
Maruti Suzuki IndiaAutomobiles	0.75%	2.06%
Hindustan UnileverDiversified FMCG	0.66%	1.58%

FAQ

How much do Franklin India Aggressive Hybrid Fund ^ and Tata Aggressive Hybrid Fund overlap?: They share 15 common holdings, a weighted portfolio overlap of about 29.44% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 29.44% overlap mean?: Weighted overlap sums the smaller of the two weights for each shared stock, so it approximates how much of the two portfolios coincide. Higher overlap means holding both funds adds less diversification.

Related comparisons

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.