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44 of 207 unique stocks in common · Jaccard: 21.3%
A weighted portfolio overlap of 25.25% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹25.25 is allocated to the exact same companies at the same relative proportions. The schemes share 44 common holdings.
The largest overlapping asset in their portfolios is Reliance Industries, which commands a weight of 5.81% in Ib33-Groww Nifty 200 ETF and 4.22% in quant Arbitrage Fund. Holding both schemes increases your concentration in Reliance Industries 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 Ib33-Groww | in quant |
|---|---|---|
| Reliance IndustriesPetroleum Products | 5.81% | 4.22% |
| HDFC BankBanks | 8.71% | 3.73% |
| ITCDiversified FMCG | 2.34% | 2.56% |
| Bharti AirtelTelecom - Services | 3.23% | 1.28% |
| ICICI BankBanks | 5.54% | 0.97% |
| Bajaj FinanceFinance | 1.60% | 0.72% |
| Bajaj FinservFinance | 0.69% | 1.03% |
| Asian PaintsConsumer Durables | 0.66% | 1.37% |
| JSW SteelFerrous Metals | 0.65% | 1.20% |
| Adani Ports and Special Economic ZoneTransport Infrastructure | 0.62% | 3.61% |
| Shriram FinanceFinance | 0.60% | 1.11% |
| Power Grid Corporation of IndiaPower | 0.75% | 0.58% |
| Jio Financial ServicesFinance | 0.58% | 4.07% |
| Oil & Natural Gas CorporationOil | 0.57% | 1.10% |
| Max Healthcare InstituteHealthcare Services | 0.49% | 1.48% |
| Divi's LaboratoriesPharmaceuticals & Biotechnology | 0.49% | 0.91% |
| State Bank of IndiaBanks | 2.25% | 0.48% |
| Tata Power CompanyPower | 0.39% | 1.24% |
| Adani EnterprisesMetals & Minerals Trading | 0.37% | 0.47% |
| HDFC Asset Management CompanyCapital Markets | 0.31% | 1.14% |
| DLFRealty | 0.28% | 1.99% |
| Indus TowersTelecom - Services | 0.28% | 3.79% |
| One 97 CommunicationsFinancial Technology (Fintech) | 0.28% | 1.35% |
| Canara BankBanks | 0.27% | 0.54% |
| Hindustan Petroleum CorporationPetroleum Products | 0.26% | 2.23% |
| Godrej Consumer ProductsPersonal Products | 0.26% | 3.29% |
| United SpiritsBeverages | 0.24% | 0.37% |
| UPLFertilizers & Agrochemicals | 0.24% | 0.28% |
| Bharat Heavy ElectricalsElectrical Equipment | 0.20% | 5.12% |
| Godrej PropertiesRealty | 0.20% | 0.65% |
| GMR AirportsTransport Infrastructure | 0.19% | 1.32% |
| Punjab National BankBanks | 0.24% | 0.19% |
| Aurobindo PharmaPharmaceuticals & Biotechnology | 0.18% | 1.73% |
| Dabur IndiaPersonal Products | 0.17% | 1.32% |
| Union Bank of IndiaBanks | 0.17% | 0.89% |
| NMDCMinerals & Mining | 0.15% | 1.28% |
| Zydus LifesciencesPharmaceuticals & Biotechnology | 0.14% | 0.31% |
| Vodafone IdeaTelecom - Services | 0.14% | 2.25% |
| BioconPharmaceuticals & Biotechnology | 0.13% | 0.53% |
| Patanjali FoodsAgricultural Food & Other Products | 0.12% | 2.52% |
| Life Insurance Corporation of IndiaInsurance | 0.11% | 1.13% |
| Steel Authority of IndiaFerrous Metals | 0.11% | 0.87% |
| LIC Housing FinanceFinance | 0.10% | 1.87% |
| Bank of IndiaBanks | 0.10% | 0.52% |
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.