How much do Nippon India Equity Hybrid Fund and Tata Balanced Advantage Fund overlap?

They share 22 common holdings, a weighted portfolio overlap of about 27.3% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 27.3% 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 Equity Hybrid Fund vs Tata Balanced Advantage Fund

Nippon India MF · HybridTata MF · Hybrid· as on May 2026

Weighted portfolio overlap

27.3%

Moderate overlap

Common

Only Nippon

Only Tata

22 of 94 unique stocks in common · Jaccard: 23.4%

Common holdings

Stock	in Nippon	in Tata
Reliance IndustriesPetroleum Products	4.19%	3.34%
HDFC BankBanks	5.10%	2.72%
Bharti AirtelTelecom - Services	2.57%	2.55%
ICICI BankBanks	5.13%	2.11%
Larsen & ToubroConstruction	3.62%	2.07%
State Bank of IndiaBanks	2.58%	1.43%
NTPCPower	3.04%	1.38%
Mahindra & MahindraAutomobiles	1.44%	1.31%
InfosysIT - Software	2.94%	1.30%
Axis BankBanks	3.09%	1.29%
Tata SteelFerrous Metals	1.21%	1.33%
Hindustan UnileverDiversified FMCG	1.29%	1.20%
Sun Pharmaceutical IndustriesPharmaceuticals & Biotechnology	2.98%	1.17%
PB FintechFinancial Technology (Fintech)	0.73%	1.29%
Apollo Hospitals EnterpriseHealthcare Services	0.68%	1.83%
ICICI Lombard General Insurance CompanyInsurance	0.63%	0.81%
Tata Power CompanyPower	0.64%	0.57%
Bharat Petroleum CorporationPetroleum Products	0.52%	0.79%
DelhiveryTransport Services	0.41%	1.01%
Tech MahindraIT - Software	0.39%	0.88%
ITCDiversified FMCG	1.67%	0.27%
TVS Motor CompanyAutomobiles	1.22%	0.02%

FAQ

How much do Nippon India Equity Hybrid Fund and Tata Balanced Advantage Fund overlap?: They share 22 common holdings, a weighted portfolio overlap of about 27.3% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 27.3% 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.