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

They share 15 common holdings, a weighted portfolio overlap of about 44.18% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 44.18% 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 Large Cap Fund

Groww MF · Large CapTata MF · Large Cap· as on May 2026

Weighted portfolio overlap

44.18%

Moderate overlap

Common

Only IB01-Groww

Only Tata

15 of 64 unique stocks in common · Jaccard: 23.4%

Common holdings

Stock	in IB01-Groww	in Tata
ICICI BankBanks	8.83%	8.25%
HDFC BankBanks	9.16%	6.03%
Reliance IndustriesPetroleum Products	6.96%	5.17%
Bharti AirtelTelecom - Services	4.88%	5.76%
Larsen & ToubroConstruction	7.11%	3.54%
State Bank of IndiaBanks	5.02%	2.95%
Bajaj FinanceFinance	3.85%	2.88%
Axis BankBanks	2.48%	2.97%
Mahindra & MahindraAutomobiles	1.82%	2.27%
InfosysIT - Software	1.68%	3.28%
Ambuja CementsCement & Cement Products	1.37%	2.00%
Hindustan UnileverDiversified FMCG	1.22%	1.97%
NTPCPower	0.95%	1.88%
SiemensElectrical Equipment	0.51%	0.82%
ABB IndiaElectrical Equipment	0.46%	0.54%

FAQ

How much do IB01-Groww Large Cap Fund and Tata Large Cap Fund overlap?: They share 15 common holdings, a weighted portfolio overlap of about 44.18% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 44.18% 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.