How much do IB13-Groww Value Fund and Tata ELSS Fund overlap?

They share 14 common holdings, a weighted portfolio overlap of about 35.61% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 35.61% 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 Tata ELSS Fund

Groww MF · ValueTata MF · ELSS (Tax Saver)· as on May 2026

Weighted portfolio overlap

35.61%

Moderate overlap

Common

Only IB13-Groww

Only Tata

14 of 92 unique stocks in common · Jaccard: 15.2%

Common holdings

Stock	in IB13-Groww	in Tata
ICICI BankBanks	5.53%	5.70%
HDFC BankBanks	7.02%	5.52%
Bharti AirtelTelecom - Services	5.02%	5.78%
State Bank of IndiaBanks	4.48%	4.36%
Reliance IndustriesPetroleum Products	4.21%	3.95%
Larsen & ToubroConstruction	4.24%	3.18%
Shriram Pistons & RingsAuto Components	1.28%	1.65%
Coal IndiaConsumable Fuels	3.17%	1.23%
SBI Life Insurance CompanyInsurance	4.11%	1.22%
Power Finance CorporationFinance	3.71%	1.21%
NTPCPower	1.21%	2.96%
Ambuja CementsCement & Cement Products	1.84%	0.88%
Abbott IndiaPharmaceuticals & Biotechnology	0.60%	0.85%
Tata SteelFerrous Metals	2.02%	0.43%

FAQ

How much do IB13-Groww Value Fund and Tata ELSS Fund overlap?: They share 14 common holdings, a weighted portfolio overlap of about 35.61% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 35.61% 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.