How much do Lic Mf Large & Mid Cap Fund and Tata Mid Cap Fund overlap?

They share 15 common holdings, a weighted portfolio overlap of about 22.9% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 22.9% 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

Lic Mf Large & Mid Cap Fund vs Tata Mid Cap Fund

LIC MF · Large & Mid CapTata MF · Mid Cap· as on May 2026

Weighted portfolio overlap

22.9%

Moderate overlap

Common

Only Lic

Only Tata

15 of 95 unique stocks in common · Jaccard: 15.8%

Common holdings

Stock	in Lic	in Tata
AU Small Finance BankBanks	3.52%	2.58%
MaricoAgricultural Food & Other Products	2.92%	2.51%
Indus TowersTelecom - Services	1.93%	2.39%
UNO MindaAuto Components	2.22%	1.92%
Bharat ForgeAuto Components	3.08%	1.88%
Max Financial ServicesInsurance	1.54%	2.77%
Oberoi RealtyRealty	2.26%	1.49%
JSW InfrastructureTransport Infrastructure	2.52%	1.34%
One 97 CommunicationsFinancial Technology (Fintech)	1.30%	2.15%
ThermaxElectrical Equipment	2.28%	1.23%
Bharat ElectronicsAerospace & Defense	2.83%	1.15%
Persistent SystemsIT - Software	3.35%	1.09%
Apollo Hospitals EnterpriseHealthcare Services	3.00%	1.05%
JK CementCement & Cement Products	0.99%	1.56%
Multi Commodity Exchange of IndiaCapital Markets	2.27%	0.90%

FAQ

How much do Lic Mf Large & Mid Cap Fund and Tata Mid Cap Fund overlap?: They share 15 common holdings, a weighted portfolio overlap of about 22.9% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 22.9% 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.