How much do Lic Mf Unit Linked Insurance Scheme and Tata India Innovation Fund overlap?

They share 11 common holdings, a weighted portfolio overlap of about 19.88% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.

What does 19.88% 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 Unit Linked Insurance Scheme vs Tata India Innovation Fund

LIC MF · Sectoral / ThematicTata MF · Sectoral / Thematic· as on May 2026

Weighted portfolio overlap

19.88%

Low overlap

Common

Only Lic

Only Tata

11 of 96 unique stocks in common · Jaccard: 11.5%

Common holdings

Stock	in Lic	in Tata
ICICI BankBanks	8.00%	4.33%
Axis BankBanks	2.57%	3.21%
HDFC BankBanks	4.26%	2.29%
Bharti AirtelTelecom - Services	2.14%	3.10%
Maruti Suzuki IndiaAutomobiles	1.49%	1.56%
Reliance IndustriesPetroleum Products	1.49%	3.50%
InfosysIT - Software	2.97%	1.47%
Bajaj FinservFinance	1.39%	1.29%
Kotak Mahindra BankBanks	1.37%	1.25%
Carborundum UniversalIndustrial Products	1.33%	0.86%
State Bank of IndiaBanks	1.36%	0.70%

FAQ

How much do Lic Mf Unit Linked Insurance Scheme and Tata India Innovation Fund overlap?: They share 11 common holdings, a weighted portfolio overlap of about 19.88% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.
What does 19.88% 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.