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

They share 6 common holdings, a weighted portfolio overlap of about 15.3% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.

What does 15.3% 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 Value Fund

Groww MF · ValueTata MF · Value· as on May 2026

Weighted portfolio overlap

15.3%

Low overlap

Common

Only IB13-Groww

Only Tata

6 of 79 unique stocks in common · Jaccard: 7.6%

Common holdings

Stock	in IB13-Groww	in Tata
ICICI BankBanks	5.53%	8.13%
Coal IndiaConsumable Fuels	3.17%	4.74%
HDFC BankBanks	7.02%	2.46%
Power Finance CorporationFinance	3.71%	1.94%
NTPCPower	1.21%	3.76%
Tata Consultancy ServicesIT - Software	0.98%	1.04%

FAQ

How much do IB13-Groww Value Fund and Tata Value Fund overlap?: They share 6 common holdings, a weighted portfolio overlap of about 15.3% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.
What does 15.3% 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.