How much do ICICI Prudential Retirement Fund - Pure Equity Plan and Tata Retirement Savings Fund-Conservative Plan overlap?

They share 10 common holdings, a weighted portfolio overlap of about 8.22% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.

What does 8.22% 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 - Pure Equity Plan vs Tata Retirement Savings Fund-Conservative Plan

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

Weighted portfolio overlap

8.22%

Low overlap

Common

Only ICICI

Only Tata

10 of 131 unique stocks in common · Jaccard: 7.6%

Common holdings

Stock	in ICICI	in Tata
ICICI BankBanks	2.38%	1.36%
Reliance IndustriesPetroleum Products	4.14%	1.29%
BSECapital Markets	1.24%	1.42%
Multi Commodity Exchange of IndiaCapital Markets	2.06%	0.98%
ITCDiversified FMCG	1.28%	0.97%
Nippon Life India Asset ManagementCapital Markets	0.70%	0.85%
Titan CompanyConsumer Durables	1.40%	0.66%
360 One WamCapital Markets	0.39%	0.64%
Godrej PropertiesRealty	0.56%	0.39%
Rainbow Childrens MedicareHealthcare Services	0.23%	0.41%

FAQ

How much do ICICI Prudential Retirement Fund - Pure Equity Plan and Tata Retirement Savings Fund-Conservative Plan overlap?: They share 10 common holdings, a weighted portfolio overlap of about 8.22% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.
What does 8.22% 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.