How much do Nippon India Focused Equity Fund and Tata Focused Fund overlap?

They share 6 common holdings, a weighted portfolio overlap of about 29.48% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 29.48% 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 Focused Equity Fund vs Tata Focused Fund

Nippon India MF · FocusedTata MF · Focused· as on May 2026

Weighted portfolio overlap

29.48%

Moderate overlap

Common

Only Nippon

Only Tata

6 of 47 unique stocks in common · Jaccard: 12.8%

Common holdings

Stock	in Nippon	in Tata
HDFC BankBanks	9.41%	6.94%
ICICI BankBanks	8.03%	6.63%
Axis BankBanks	7.36%	5.61%
Reliance IndustriesPetroleum Products	4.62%	4.83%
InfosysIT - Software	5.11%	3.44%
HDFC Life Insurance CompanyInsurance	2.24%	2.89%

FAQ

How much do Nippon India Focused Equity Fund and Tata Focused Fund overlap?: They share 6 common holdings, a weighted portfolio overlap of about 29.48% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 29.48% 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.