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9 of 11 unique stocks in common · Jaccard: 81.8%
A weighted portfolio overlap of 91.61% indicates a extreme overlap (near-identical portfolios). This means that out of every ₹100 you invest across these two schemes, approximately ₹91.61 is allocated to the exact same companies at the same relative proportions. The schemes share 9 common holdings.
The largest overlapping asset in their portfolios is DLF, which commands a weight of 20.75% in IB50-Groww Nifty Realty ETF and 19.27% in Tata Nifty Realty Index Fund. Holding both schemes increases your concentration in DLF 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 IB50-Groww | in Tata |
|---|---|---|
| DLFRealty | 20.75% | 19.27% |
| Lodha DevelopersRealty | 14.40% | 13.43% |
| The Phoenix MillsRealty | 13.43% | 16.81% |
| Godrej PropertiesRealty | 14.70% | 13.34% |
| Prestige Estates ProjectsRealty | 12.59% | 11.75% |
| Oberoi RealtyRealty | 8.95% | 10.22% |
| Brigade EnterprisesRealty | 6.16% | 4.61% |
| Anant RajRealty | 3.75% | 3.99% |
| SobhaRealty | 3.08% | 3.21% |
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.