How much do Nippon India Banking & Financial Services Fund and Tata Banking & Financial Services Fund overlap?

They share 9 common holdings, a weighted portfolio overlap of about 44.93% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 44.93% 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

Nippon India Banking & Financial Services Fund vs Tata Banking & Financial Services Fund

Nippon India MF · Sectoral / ThematicTata MF · Sectoral / Thematic· as on May 2026

Weighted portfolio overlap

44.93%

Moderate overlap

Common

Only Nippon

Only Tata

9 of 46 unique stocks in common · Jaccard: 19.6%

Common holdings

Stock	in Nippon	in Tata
ICICI BankBanks	16.43%	9.93%
HDFC BankBanks	18.28%	9.64%
Axis BankBanks	9.34%	9.20%
State Bank of IndiaBanks	6.20%	9.00%
SBI Life Insurance CompanyInsurance	3.67%	4.05%
IndusInd BankBanks	3.36%	2.21%
Max Financial ServicesInsurance	2.39%	1.97%
ICICI Lombard General Insurance CompanyInsurance	1.67%	2.36%
One 97 CommunicationsFinancial Technology (Fintech)	0.44%	2.48%

FAQ

How much do Nippon India Banking & Financial Services Fund and Tata Banking & Financial Services Fund overlap?: They share 9 common holdings, a weighted portfolio overlap of about 44.93% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 44.93% 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.