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54 of 730 unique stocks in common · Jaccard: 7.4%
A weighted portfolio overlap of 37.04% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹37.04 is allocated to the exact same companies at the same relative proportions. The schemes share 54 common holdings.
The largest overlapping asset in their portfolios is HDFC Bank, which commands a weight of 7.27% in IB18-Groww Nifty Total Market Index Fund and 5.75% in Tata Flexi Cap Fund. Holding both schemes increases your concentration in HDFC Bank rather than expanding your diversification.
If the overlap is above 30%, it is typically because both schemes benchmark to the same index (e.g. Nifty 50 or Nifty LargeMidcap 250) or overlap in their top large-cap picks. To improve your portfolio's diversification, consider allocating one of these tranches to a category with lower structural correlation (such as a mid-cap, small-cap, or international equity fund).
| Stock | in IB18-Groww | in Tata |
|---|---|---|
| HDFC BankBanks | 7.27% | 5.75% |
| ICICI BankBanks | 4.63% | 5.49% |
| Reliance IndustriesPetroleum Products | 4.85% | 4.31% |
| Bharti AirtelTelecom - Services | 2.70% | 3.56% |
| Larsen & ToubroConstruction | 2.28% | 2.75% |
| ITCDiversified FMCG | 1.95% | 1.74% |
| Axis BankBanks | 1.70% | 3.63% |
| InfosysIT - Software | 2.57% | 1.66% |
| Tata Consultancy ServicesIT - Software | 1.51% | 1.53% |
| Maruti Suzuki IndiaAutomobiles | 1.02% | 2.38% |
| Sun Pharmaceutical IndustriesPharmaceuticals & Biotechnology | 0.86% | 1.74% |
| NTPCPower | 0.77% | 2.61% |
| Bajaj FinservFinance | 0.57% | 1.89% |
| Asian PaintsConsumer Durables | 0.55% | 1.05% |
| JSW SteelFerrous Metals | 0.54% | 1.64% |
| Adani Ports and Special Economic ZoneTransport Infrastructure | 0.52% | 1.03% |
| SBI Life Insurance CompanyInsurance | 0.42% | 1.94% |
| HDFC Life Insurance CompanyInsurance | 0.38% | 1.76% |
| Bharat Petroleum CorporationPetroleum Products | 0.33% | 0.65% |
| Britannia IndustriesFood Products | 0.33% | 1.76% |
| WiproIT - Software | 0.33% | 1.06% |
| The Indian Hotels CompanyLeisure Services | 0.31% | 0.99% |
| HDFC Asset Management CompanyCapital Markets | 0.26% | 1.11% |
| IndusInd BankBanks | 0.25% | 1.60% |
| Bank of BarodaBanks | 0.25% | 1.21% |
| Indus TowersTelecom - Services | 0.23% | 1.59% |
| Samvardhana Motherson InternationalAuto Components | 0.23% | 2.08% |
| Godrej Consumer ProductsPersonal Products | 0.22% | 1.56% |
| Pidilite IndustriesChemicals & Petrochemicals | 0.22% | 1.60% |
| Jindal SteelFerrous Metals | 0.19% | 1.15% |
| Ambuja CementsCement & Cement Products | 0.17% | 2.33% |
| Bharat ForgeAuto Components | 0.17% | 1.21% |
| MphasisIT - Software | 0.15% | 0.94% |
| The Phoenix MillsRealty | 0.15% | 1.71% |
| PI IndustriesFertilizers & Agrochemicals | 0.14% | 0.84% |
| Dabur IndiaPersonal Products | 0.14% | 1.42% |
| SBI Cards and Payment ServicesFinance | 0.13% | 1.39% |
| JK CementCement & Cement Products | 0.13% | 0.36% |
| Page IndustriesTextiles & Apparels | 0.12% | 0.94% |
| Oil IndiaOil | 0.11% | 0.75% |
| Sona BLW Precision ForgingsAuto Components | 0.10% | 1.80% |
| PNB Housing FinanceFinance | 0.08% | 1.70% |
| Abbott IndiaPharmaceuticals & Biotechnology | 0.07% | 0.93% |
| The Ramco CementsCement & Cement Products | 0.06% | 1.08% |
| Syngene InternationalHealthcare Services | 0.06% | 1.52% |
| Go Digit General InsuranceInsurance | 0.04% | 0.85% |
| SobhaRealty | 0.03% | 1.30% |
| Graphite IndiaIndustrial Products | 0.02% | 1.39% |
| Nuvoco Vistas CorporationCement & Cement Products | 0.02% | 0.79% |
| Healthcare Global EnterprisesHealthcare Services | 0.02% | 0.23% |
| JSW DuluxConsumer Durables | 0.01% | 0.74% |
| G R InfraprojectsConstruction | 0.01% | 0.62% |
| Bajaj ElectricalsConsumer Durables | 0.01% | 0.98% |
| Greenpanel IndustriesConsumer Durables | 0.01% | 0.62% |
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.