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8 of 69 unique stocks in common · Jaccard: 11.6%
A weighted portfolio overlap of 17.94% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹17.94 is allocated to the exact same companies at the same relative proportions. The schemes share 8 common holdings.
The largest overlapping asset in their portfolios is Reliance Industries, which commands a weight of 19.12% in Nippon India ETF Nifty Infrastructure Bees and 6.01% in Templeton India Value Fund. Holding both schemes increases your concentration in Reliance Industries rather than expanding your diversification.
If the overlap is above 30%, it is typically because both schemes benchmark to the same index (e.g. Nifty 50 or Nifty LargeMidcap 250) or overlap in their top large-cap picks. To improve your portfolio's diversification, consider allocating one of these tranches to a category with lower structural correlation (such as a mid-cap, small-cap, or international equity fund).
| Stock | in Nippon | in Templeton |
|---|---|---|
| Reliance IndustriesPetroleum Products | 19.12% | 6.01% |
| Oil & Natural Gas CorporationOil | 3.73% | 3.82% |
| NTPCPower | 5.83% | 2.04% |
| Power Grid Corporation of IndiaPower | 4.65% | 1.60% |
| Grasim IndustriesCement & Cement Products | 3.01% | 1.50% |
| GAIL (India)Gas | 1.91% | 1.34% |
| Bharat Petroleum CorporationPetroleum Products | 1.96% | 1.07% |
| Balkrishna IndustriesAuto Components | 0.65% | 1.37% |
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.