How much do IB13-Groww Value Fund and IB19-Groww Banking & Financial Services Fund overlap?

They share 11 common holdings, a weighted portfolio overlap of about 33.73% (moderate overlap — a meaningful shared core), as on Oct 2025. Information only, not investment advice.

What does 33.73% 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

IB13-Groww Value Fund vs IB19-Groww Banking & Financial Services Fund

Groww MF · ValueGroww MF · Sectoral / Thematic· as on Oct 2025

Weighted portfolio overlap

33.73%

Moderate overlap

Common

Only IB13-Groww

Only IB19-Groww

11 of 67 unique stocks in common · Jaccard: 16.4%

Common holdings

Stock	in IB13-Groww	in IB19-Groww
HDFC BankBanks	7.02%	15.21%
ICICI BankBanks	5.53%	9.41%
State Bank of IndiaBanks	4.48%	4.23%
SBI Life Insurance CompanyInsurance	4.11%	3.67%
Bajaj Holdings & InvestmentFinance	3.85%	2.95%
Cholamandalam Financial HoldingsFinance	2.54%	2.76%
Five Star Business FinanceFinance	2.15%	2.19%
Manappuram FinanceFinance	1.72%	2.28%
TVS HoldingsFinance	1.69%	1.95%
SagilityIT - Services	1.66%	1.25%
Aptus Value Housing Finance IndiaFinance	0.97%	1.45%

FAQ

How much do IB13-Groww Value Fund and IB19-Groww Banking & Financial Services Fund overlap?: They share 11 common holdings, a weighted portfolio overlap of about 33.73% (moderate overlap — a meaningful shared core), as on Oct 2025. Information only, not investment advice.
What does 33.73% 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 Oct 2025). Equity holdings only, ISIN-verified. Not investment advice.