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12 of 52 unique stocks in common · Jaccard: 23.1%
A weighted portfolio overlap of 41.68% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹41.68 is allocated to the exact same companies at the same relative proportions. The schemes share 12 common holdings.
The largest overlapping asset in their portfolios is Infosys, which commands a weight of 14.75% in Franklin India Technology Fund and 16.88% in Tata Digital India Fund. Holding both schemes increases your concentration in Infosys 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 Franklin | in Tata |
|---|---|---|
| InfosysIT - Software | 14.75% | 16.88% |
| EternalRetailing | 6.89% | 5.29% |
| Tata Consultancy ServicesIT - Software | 5.19% | 10.03% |
| Bharti AirtelTelecom - Services | 19.49% | 4.86% |
| HCL TechnologiesIT - Software | 6.44% | 3.80% |
| PB FintechFinancial Technology (Fintech) | 5.36% | 3.38% |
| SwiggyRetailing | 2.11% | 1.33% |
| MphasisIT - Software | 1.86% | 1.19% |
| Zensar TechnologiesIT - Software | 1.63% | 0.77% |
| Hexaware TechnologiesIT - Software | 1.21% | 0.53% |
| Amagi Media LabsIT - Services | 2.69% | 0.46% |
| MeeshoRetailing | 1.87% | 0.13% |
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.