How much do ICICI Prudential Retirement Fund - Hybrid Aggressive Plan and Tata Retirement Savings Fund-Moderate Plan overlap?

They share 16 common holdings, a weighted portfolio overlap of about 17.97% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.

What does 17.97% 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 Retirement Fund - Hybrid Aggressive Plan vs Tata Retirement Savings Fund-Moderate Plan

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

Weighted portfolio overlap

17.97%

Low overlap

Common

Only ICICI

Only Tata

16 of 115 unique stocks in common · Jaccard: 13.9%

Common holdings

Stock	in ICICI	in Tata
Reliance IndustriesPetroleum Products	2.14%	3.55%
Titan CompanyConsumer Durables	2.19%	1.88%
BSECapital Markets	1.80%	3.98%
Kotak Mahindra BankBanks	1.66%	1.64%
Polycab IndiaIndustrial Products	1.57%	2.39%
Multi Commodity Exchange of IndiaCapital Markets	1.53%	2.85%
EternalRetailing	0.98%	2.87%
HDFC BankBanks	2.37%	0.94%
Tata Consultancy ServicesIT - Software	1.51%	0.85%
Sun Pharmaceutical IndustriesPharmaceuticals & Biotechnology	1.13%	0.83%
Maruti Suzuki IndiaAutomobiles	0.96%	0.77%
Bharat ElectronicsAerospace & Defense	0.71%	0.74%
GE Vernova T&D IndiaElectrical Equipment	0.66%	1.08%
Nippon Life India Asset ManagementCapital Markets	0.61%	2.35%
Radico KhaitanBeverages	0.58%	2.66%
Rainbow Childrens MedicareHealthcare Services	0.49%	1.79%

FAQ

How much do ICICI Prudential Retirement Fund - Hybrid Aggressive Plan and Tata Retirement Savings Fund-Moderate Plan overlap?: They share 16 common holdings, a weighted portfolio overlap of about 17.97% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.
What does 17.97% 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.