How much do ICICI Prudential Children’s Fund and Tata Retirement Savings Fund-Moderate Plan overlap?

They share 9 common holdings, a weighted portfolio overlap of about 10.64% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.

What does 10.64% 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 Children’s Fund vs Tata Retirement Savings Fund-Moderate Plan

ICICI Pru MF · Solution-OrientedTata MF · Solution-Oriented· as on May 2026

Weighted portfolio overlap

10.64%

Low overlap

Common

Only ICICI

Only Tata

9 of 109 unique stocks in common · Jaccard: 8.3%

Common holdings

Stock	in ICICI	in Tata
Reliance IndustriesPetroleum Products	8.45%	3.55%
Kotak Mahindra BankBanks	2.18%	1.64%
HCL TechnologiesIT - Software	2.84%	1.34%
HDFC BankBanks	6.88%	0.94%
Grasim IndustriesCement & Cement Products	2.55%	0.92%
Tata Consultancy ServicesIT - Software	1.60%	0.85%
ITCDiversified FMCG	0.61%	2.17%
Grindwell NortonIndustrial Products	0.72%	0.61%
EternalRetailing	0.18%	2.87%

FAQ

How much do ICICI Prudential Children’s Fund and Tata Retirement Savings Fund-Moderate Plan overlap?: They share 9 common holdings, a weighted portfolio overlap of about 10.64% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.
What does 10.64% 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.