How much do Nippon India Multi Asset Fund and Tata Balanced Advantage Fund overlap?

They share 18 common holdings, a weighted portfolio overlap of about 18.82% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.

What does 18.82% 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 Multi Asset Fund vs Tata Balanced Advantage Fund

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

Weighted portfolio overlap

18.82%

Low overlap

Common

Only Nippon

Only Tata

18 of 99 unique stocks in common · Jaccard: 18.2%

Common holdings

Stock	in Nippon	in Tata
HDFC BankBanks	3.53%	2.72%
ICICI BankBanks	3.13%	2.11%
Reliance IndustriesPetroleum Products	1.88%	3.34%
Larsen & ToubroConstruction	1.84%	2.07%
NTPCPower	1.44%	1.38%
Axis BankBanks	1.35%	1.29%
State Bank of IndiaBanks	1.17%	1.43%
InfosysIT - Software	0.87%	1.30%
Tech MahindraIT - Software	0.81%	0.88%
Max Financial ServicesInsurance	0.76%	1.15%
Bharat Petroleum CorporationPetroleum Products	0.70%	0.79%
Cummins IndiaIndustrial Products	0.68%	1.61%
The Federal BankBanks	0.63%	1.35%
Alkem LaboratoriesPharmaceuticals & Biotechnology	0.62%	0.59%
Tata Power CompanyPower	1.01%	0.57%
ICICI Lombard General Insurance CompanyInsurance	0.53%	0.81%
ITCDiversified FMCG	1.47%	0.27%
TVS Motor CompanyAutomobiles	0.63%	0.02%

FAQ

How much do Nippon India Multi Asset Fund and Tata Balanced Advantage Fund overlap?: They share 18 common holdings, a weighted portfolio overlap of about 18.82% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.
What does 18.82% 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.