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33 of 321 unique stocks in common · Jaccard: 10.3%
A weighted portfolio overlap of 12.59% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹12.59 is allocated to the exact same companies at the same relative proportions. The schemes share 33 common holdings.
The largest overlapping asset in their portfolios is Karur Vysya Bank, which commands a weight of 3.35% in IB71-Groww Nifty Smallcap 250Mom Qlty100 Indx and 1.34% in Nippon India Small Cap Fund. Holding both schemes increases your concentration in Karur Vysya 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 IB71-Groww | in Nippon |
|---|---|---|
| Karur Vysya BankBanks | 3.35% | 1.34% |
| PNB Housing FinanceFinance | 1.21% | 0.66% |
| Gland PharmaPharmaceuticals & Biotechnology | 2.89% | 0.64% |
| Navin Fluorine InternationalChemicals & Petrochemicals | 3.31% | 0.60% |
| Vardhman TextilesTextiles & Apparels | 0.64% | 0.59% |
| EmamiPersonal Products | 0.59% | 0.74% |
| eClerx ServicesCommercial Services & Supplies | 0.57% | 0.83% |
| Aditya Birla Sun Life AMCCapital Markets | 1.08% | 0.54% |
| Zydus WellnessFood Products | 0.53% | 1.10% |
| Affle 3iIT - Services | 0.65% | 0.50% |
| Sona Blw Precision ForgingsAuto Components | 3.54% | 0.47% |
| Finolex CablesIndustrial Products | 1.11% | 0.46% |
| Crompton Greaves Consumer ElectricalsConsumer Durables | 1.11% | 0.44% |
| Central Depository Services (India)Capital Markets | 2.17% | 0.43% |
| CyientIT - Services | 0.60% | 0.40% |
| City Union BankBanks | 1.76% | 0.38% |
| Dr. Lal Path LabsHealthcare Services | 1.61% | 0.30% |
| Data Patterns (India)Aerospace & Defense | 1.84% | 0.29% |
| Kajaria CeramicsConsumer Durables | 1.05% | 0.29% |
| Jindal SawIndustrial Products | 0.68% | 0.28% |
| PG ElectroplastConsumer Durables | 0.64% | 0.24% |
| Castrol IndiaPetroleum Products | 0.89% | 0.23% |
| Narayana HrudayalayaHealthcare Services | 0.95% | 0.22% |
| ZF Commercial Vehicle Control Systems IndiaAuto Components | 1.05% | 0.21% |
| Chambal Fertilizers & ChemicalsFertilizers & Agrochemicals | 0.46% | 0.20% |
| RITESConstruction | 0.19% | 0.24% |
| Computer Age Management ServicesCapital Markets | 2.29% | 0.18% |
| CreditAccess GrameenFinance | 0.60% | 0.17% |
| Elgi EquipmentsIndustrial Products | 1.37% | 0.17% |
| Zensar TechnologiesIT - Software | 0.33% | 0.14% |
| Triveni TurbineElectrical Equipment | 0.82% | 0.13% |
| Sonata SoftwareIT - Software | 0.41% | 0.11% |
| BirlasoftIT - Software | 0.31% | 0.10% |
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 Aug 2026). Equity holdings only, ISIN-verified. Not investment advice.