How much do IB01-Groww Large Cap Fund and Tata Housing Opportunities Fund overlap?

They share 8 common holdings, a weighted portfolio overlap of about 30.89% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 30.89% 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

IB01-Groww Large Cap Fund vs Tata Housing Opportunities Fund

Groww MF · Large CapTata MF · Equity (Diversified)· as on May 2026

Weighted portfolio overlap

30.89%

Moderate overlap

Common

Only IB01-Groww

Only Tata

8 of 56 unique stocks in common · Jaccard: 14.3%

Common holdings

Stock	in IB01-Groww	in Tata
HDFC BankBanks	9.16%	9.40%
ICICI BankBanks	8.83%	8.37%
Larsen & ToubroConstruction	7.11%	5.76%
Tata SteelFerrous Metals	2.56%	1.96%
State Bank of IndiaBanks	5.02%	1.84%
Ultratech CementCement & Cement Products	1.48%	8.44%
Ambuja CementsCement & Cement Products	1.37%	3.85%
NTPCPower	0.95%	6.22%

FAQ

How much do IB01-Groww Large Cap Fund and Tata Housing Opportunities Fund overlap?: They share 8 common holdings, a weighted portfolio overlap of about 30.89% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 30.89% 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.