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46 of 731 unique stocks in common · Jaccard: 6.3%
A weighted portfolio overlap of 28.59% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹28.59 is allocated to the exact same companies at the same relative proportions. The schemes share 46 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 8.22% in Tata Large & Mid 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% | 8.22% |
| Reliance IndustriesPetroleum Products | 4.85% | 3.90% |
| ICICI BankBanks | 4.63% | 3.71% |
| Bharti AirtelTelecom - Services | 2.70% | 3.94% |
| Larsen & ToubroConstruction | 2.28% | 1.90% |
| State Bank of IndiaBanks | 1.87% | 5.20% |
| Tata Consultancy ServicesIT - Software | 1.51% | 0.91% |
| ITCDiversified FMCG | 1.95% | 0.85% |
| Ultratech CementCement & Cement Products | 0.68% | 0.83% |
| InfosysIT - Software | 2.57% | 0.68% |
| Tata Motors Passenger VehiclesAutomobiles | 0.41% | 1.06% |
| Varun BeveragesBeverages | 0.31% | 4.75% |
| IDFC First BankBanks | 0.26% | 4.42% |
| Fortis HealthcareHealthcare Services | 0.26% | 1.19% |
| Divi's LaboratoriesPharmaceuticals & Biotechnology | 0.41% | 0.23% |
| Ambuja CementsCement & Cement Products | 0.17% | 1.44% |
| Bharat ForgeAuto Components | 0.17% | 2.60% |
| Godrej PropertiesRealty | 0.17% | 3.85% |
| Adani Energy SolutionsPower | 0.16% | 1.88% |
| Tube Investments of IndiaAuto Components | 0.16% | 1.67% |
| Alkem LaboratoriesPharmaceuticals & Biotechnology | 0.15% | 0.44% |
| PI IndustriesFertilizers & Agrochemicals | 0.14% | 3.77% |
| Mankind PharmaPharmaceuticals & Biotechnology | 0.13% | 0.79% |
| NHPCPower | 0.13% | 0.80% |
| SBI Cards and Payment ServicesFinance | 0.13% | 3.69% |
| Tata CommunicationsTelecom - Services | 0.11% | 2.90% |
| Mahindra & Mahindra Financial ServicesFinance | 0.10% | 2.24% |
| Patanjali FoodsAgricultural Food & Other Products | 0.10% | 0.52% |
| Oracle Financial Services SoftwareIT - Software | 0.10% | 0.64% |
| LIC Housing FinanceFinance | 0.08% | 1.32% |
| Abbott IndiaPharmaceuticals & Biotechnology | 0.07% | 1.09% |
| The Ramco CementsCement & Cement Products | 0.06% | 1.23% |
| United BreweriesBeverages | 0.06% | 1.79% |
| ThermaxElectrical Equipment | 0.06% | 1.28% |
| ACCCement & Cement Products | 0.06% | 2.01% |
| WockhardtPharmaceuticals & Biotechnology | 0.05% | 2.55% |
| Sundram FastenersAuto Components | 0.05% | 1.61% |
| ITC HotelsLeisure Services | 0.10% | 0.05% |
| PB FintechFinancial Technology (Fintech) | 0.29% | 0.04% |
| Sudarshan Chemical IndustriesChemicals & Petrochemicals | 0.04% | 1.30% |
| Devyani InternationalLeisure Services | 0.03% | 0.77% |
| BASF IndiaChemicals & Petrochemicals | 0.02% | 1.15% |
| Godrej IndustriesDiversified | 0.02% | 2.48% |
| Tega IndustriesIndustrial Manufacturing | 0.02% | 2.72% |
| JSW DuluxConsumer Durables | 0.01% | 0.74% |
| Quess CorpCommercial Services & Supplies | 0.01% | 0.64% |
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.