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

They share 12 common holdings, a weighted portfolio overlap of about 15.18% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.

What does 15.18% 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-Moderate Plan

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

Weighted portfolio overlap

15.18%

Low overlap

Common

Only ICICI

Only Tata

12 of 134 unique stocks in common · Jaccard: 9%

Common holdings

Stock	in ICICI	in Tata
Reliance IndustriesPetroleum Products	4.14%	3.55%
ICICI BankBanks	2.38%	4.01%
Multi Commodity Exchange of IndiaCapital Markets	2.06%	2.85%
Titan CompanyConsumer Durables	1.40%	1.88%
ITCDiversified FMCG	1.28%	2.17%
BSECapital Markets	1.24%	3.98%
HDFC BankBanks	5.74%	0.94%
Nippon Life India Asset ManagementCapital Markets	0.70%	2.35%
Godrej PropertiesRealty	0.56%	1.33%
PB FintechFinancial Technology (Fintech)	0.44%	0.80%
360 One WamCapital Markets	0.39%	2.09%
Rainbow Childrens MedicareHealthcare Services	0.23%	1.79%

FAQ

How much do ICICI Prudential Retirement Fund - Pure Equity Plan and Tata Retirement Savings Fund-Moderate Plan overlap?: They share 12 common holdings, a weighted portfolio overlap of about 15.18% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.
What does 15.18% 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.