How much do Nippon India Growth Fund and Tata Ethical Fund overlap?

They share 22 common holdings, a weighted portfolio overlap of about 19.37% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.

What does 19.37% 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 Growth Fund vs Tata Ethical Fund

Nippon India MF · Equity (Diversified)Tata MF · Equity (Diversified)· as on May 2026

Weighted portfolio overlap

19.37%

Low overlap

Common

Only Nippon

Only Tata

22 of 132 unique stocks in common · Jaccard: 16.7%

Common holdings

Stock	in Nippon	in Tata
Fortis HealthcareHealthcare Services	2.16%	2.48%
Cummins IndiaIndustrial Products	1.59%	1.97%
Indus TowersTelecom - Services	1.46%	1.53%
Alkem LaboratoriesPharmaceuticals & Biotechnology	1.42%	2.21%
Samvardhana Motherson InternationalAuto Components	1.52%	1.27%
IPCA LaboratoriesPharmaceuticals & Biotechnology	1.55%	1.18%
Endurance TechnologiesAuto Components	0.96%	1.30%
Dixon Technologies (India)Consumer Durables	1.24%	0.92%
Page IndustriesTextiles & Apparels	1.24%	0.92%
Carborundum UniversalIndustrial Products	0.89%	1.07%
Gujarat FluorochemicalsChemicals & Petrochemicals	0.82%	1.35%
MphasisIT - Software	0.75%	2.12%
Crompton Greaves Consumer ElectricalsConsumer Durables	0.71%	2.16%
Tata ChemicalsChemicals & Petrochemicals	0.62%	1.32%
3M IndiaDiversified	0.68%	0.61%
Indraprastha GasGas	0.60%	1.16%
Supreme IndustriesIndustrial Products	2.27%	0.60%
JB Chemicals & PharmaceuticalsPharmaceuticals & Biotechnology	0.49%	0.85%
Bharat Heavy ElectricalsElectrical Equipment	0.47%	2.84%
Sundram FastenersAuto Components	0.44%	0.72%
Hero MotoCorpAutomobiles	0.31%	1.03%
Sanofi IndiaPharmaceuticals & Biotechnology	0.70%	0.18%

FAQ

How much do Nippon India Growth Fund and Tata Ethical Fund overlap?: They share 22 common holdings, a weighted portfolio overlap of about 19.37% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.
What does 19.37% 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.