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14 of 126 unique stocks in common · Jaccard: 11.1%
A weighted portfolio overlap of 17.61% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹17.61 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 Larsen & Toubro, which commands a weight of 3.55% in HDFC Flexi Cap Fund and 8.41% in Tata Nifty500 Multicap Infrastructure 50-30-20 Index Fund. Holding both schemes increases your concentration in Larsen & Toubro 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 Tata |
|---|---|---|
| Larsen & ToubroConstruction | 3.55% | 8.41% |
| Bharti AirtelTelecom - Services | 2.96% | 9.87% |
| Power Grid Corporation of IndiaPower | 2.51% | 2.31% |
| Reliance IndustriesPetroleum Products | 2.01% | 9.35% |
| InterGlobe AviationTransport Services | 2.79% | 1.75% |
| Max Healthcare InstituteHealthcare Services | 1.38% | 1.26% |
| Aster DM HealthcareHealthcare Services | 0.64% | 0.92% |
| Kalpataru Projects InternationalConstruction | 0.59% | 0.74% |
| Apollo Hospitals EnterpriseHealthcare Services | 0.58% | 1.48% |
| Oil & Natural Gas CorporationOil | 0.58% | 1.81% |
| Prestige Estates ProjectsRealty | 0.45% | 0.84% |
| Ashok LeylandAgricultural, Commercial & Construction Vehicles | 0.34% | 1.61% |
| The Ramco CementsCement & Cement Products | 0.34% | 0.55% |
| Hindustan Petroleum CorporationPetroleum Products | 0.25% | 1.37% |
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.