How much do ICICI Prudential Business Cycle Fund and Tata India Innovation Fund overlap?

They share 15 common holdings, a weighted portfolio overlap of about 25.63% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 25.63% overlap mean?

Weighted overlap sums the smaller of the two weights for each shared stock, so it approximates how much of the two portfolios coincide. Higher overlap means holding both funds adds less diversification.

Fund overlap

ICICI Prudential Business Cycle Fund vs Tata India Innovation Fund

ICICI Pru MF · Sectoral / ThematicTata MF · Sectoral / Thematic· as on May 2026

Weighted portfolio overlap

25.63%

Moderate overlap

Common

Only ICICI

Only Tata

15 of 126 unique stocks in common · Jaccard: 11.9%

Common holdings

Stock	in ICICI	in Tata
ICICI BankBanks	7.17%	4.33%
Reliance IndustriesPetroleum Products	5.46%	3.50%
Axis BankBanks	3.41%	3.21%
Bharti AirtelTelecom - Services	3.12%	3.10%
HDFC BankBanks	9.24%	2.29%
Hero MotoCorpAutomobiles	2.07%	2.30%
Mahindra & MahindraAutomobiles	1.83%	2.31%
Maruti Suzuki IndiaAutomobiles	4.09%	1.56%
Kotak Mahindra BankBanks	3.30%	1.25%
Cummins IndiaIndustrial Products	1.20%	1.06%
Interglobe AviationTransport Services	1.73%	0.64%
SwiggyRetailing	0.34%	1.42%
Affle (India)IT - Services	0.28%	1.09%
Bank of BarodaBanks	0.11%	1.55%
Carborundum UniversalIndustrial Products	0.07%	0.86%

FAQ

How much do ICICI Prudential Business Cycle Fund and Tata India Innovation Fund overlap?: They share 15 common holdings, a weighted portfolio overlap of about 25.63% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 25.63% overlap mean?: Weighted overlap sums the smaller of the two weights for each shared stock, so it approximates how much of the two portfolios coincide. Higher overlap means holding both funds adds less diversification.

Related comparisons

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.