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6 of 99 unique stocks in common · Jaccard: 6.1%
A weighted portfolio overlap of 6.1% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹6.1 is allocated to the exact same companies at the same relative proportions. The schemes share 6 common holdings.
The largest overlapping asset in their portfolios is Bharti Airtel, which commands a weight of 2.58% in HDFC Flexi Cap Fund and 2.83% in quant Flexi Cap Fund. Holding both schemes increases your concentration in Bharti Airtel 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 HDFC | in quant |
|---|---|---|
| Bharti AirtelTelecom - Services | 2.58% | 2.83% |
| ICICI BankBanks | 9.19% | 1.82% |
| JSW InfrastructureTransport Infrastructure | 0.55% | 1.84% |
| Adani EnterprisesMetals & Minerals Trading | 0.51% | 7.87% |
| ICICI Prudential Asset Management CompanyCapital Markets | 0.46% | 5.61% |
| Nippon Life India Asset ManagementCapital Markets | 0.38% | 0.18% |
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 Aug 2026). Equity holdings only, ISIN-verified. Not investment advice.