How much do IB13-Groww Value Fund and Templeton India Value Fund overlap?

They share 10 common holdings, a weighted portfolio overlap of about 27.64% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 27.64% 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 Templeton India Value Fund

Groww MF · ValueFranklin Templeton MF · Value· as on May 2026

Weighted portfolio overlap

27.64%

Moderate overlap

Common

Only IB13-Groww

Only Templeton

10 of 82 unique stocks in common · Jaccard: 12.2%

Common holdings

Stock	in IB13-Groww	in Templeton
HDFC BankBanks	7.02%	7.23%
ICICI BankBanks	5.53%	4.67%
Reliance IndustriesPetroleum Products	4.21%	6.01%
Axis BankBanks	2.89%	6.78%
State Bank of IndiaBanks	4.48%	2.66%
Tata SteelFerrous Metals	2.02%	2.49%
Maruti Suzuki IndiaAutomobiles	1.33%	3.27%
NTPCPower	1.21%	2.04%
Tata Consultancy ServicesIT - Software	0.98%	4.01%
TVS HoldingsFinance	1.69%	0.65%

FAQ

How much do IB13-Groww Value Fund and Templeton India Value Fund overlap?: They share 10 common holdings, a weighted portfolio overlap of about 27.64% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 27.64% 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.