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21 of 47 unique stocks in common · Jaccard: 44.7%
A weighted portfolio overlap of 51.63% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹51.63 is allocated to the exact same companies at the same relative proportions. The schemes share 21 common holdings.
The largest overlapping asset in their portfolios is Sun Pharmaceutical Industries, which commands a weight of 13.81% in Nippon India Pharma Fund and 9.38% in Tata India Pharma & Healthcare Fund. Holding both schemes increases your concentration in Sun Pharmaceutical 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 Tata |
|---|---|---|
| Sun Pharmaceutical IndustriesPharmaceuticals & Biotechnology | 13.81% | 9.38% |
| CiplaPharmaceuticals & Biotechnology | 6.08% | 5.18% |
| Divi's LaboratoriesPharmaceuticals & Biotechnology | 5.05% | 5.80% |
| Apollo Hospitals EnterpriseHealthcare Services | 5.41% | 4.56% |
| Abbott IndiaPharmaceuticals & Biotechnology | 3.20% | 5.41% |
| Mankind PharmaPharmaceuticals & Biotechnology | 2.99% | 3.77% |
| LupinPharmaceuticals & Biotechnology | 8.55% | 2.76% |
| GlaxoSmithKline PharmaceuticalsPharmaceuticals & Biotechnology | 2.50% | 3.26% |
| Alkem LaboratoriesPharmaceuticals & Biotechnology | 2.56% | 2.42% |
| JB Chemicals & PharmaceuticalsPharmaceuticals & Biotechnology | 3.70% | 2.24% |
| Ajanta PharmaPharmaceuticals & Biotechnology | 3.01% | 1.89% |
| Fortis HealthcareHealthcare Services | 1.72% | 3.41% |
| PfizerPharmaceuticals & Biotechnology | 1.90% | 1.63% |
| Sanofi IndiaPharmaceuticals & Biotechnology | 2.75% | 1.46% |
| Vijaya Diagnostic CentreHealthcare Services | 3.10% | 1.14% |
| Syngene InternationalHealthcare Services | 1.09% | 2.65% |
| Torrent PharmaceuticalsPharmaceuticals & Biotechnology | 2.24% | 1.02% |
| Concord BiotechPharmaceuticals & Biotechnology | 0.59% | 0.77% |
| Metropolis HealthcareHealthcare Services | 0.53% | 1.64% |
| Healthcare Global EnterprisesHealthcare Services | 0.21% | 5.87% |
| Jubilant PharmovaPharmaceuticals & Biotechnology | 0.07% | 0.55% |
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.