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15 of 263 unique stocks in common · Jaccard: 5.7%
A weighted portfolio overlap of 4.84% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹4.84 is allocated to the exact same companies at the same relative proportions. The schemes share 15 common holdings.
The largest overlapping asset in their portfolios is Pfizer, which commands a weight of 0.86% in Nippon India Small Cap Fund and 1.29% in quant Small Cap Fund. Holding both schemes increases your concentration in Pfizer 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 quant |
|---|---|---|
| PfizerPharmaceuticals & Biotechnology | 0.86% | 1.29% |
| Aster DM Quality CareHealthcare Services | 0.67% | 2.73% |
| Bayer CropscienceFertilizers & Agrochemicals | 0.58% | 1.29% |
| Apollo TyresAuto Components | 0.39% | 0.46% |
| RBL BankBanks | 0.38% | 4.65% |
| Just DialRetailing | 0.37% | 0.79% |
| Aditya Birla Fashion and RetailRetailing | 0.40% | 0.32% |
| KPIT TechnologiesIT - Software | 0.89% | 0.23% |
| K.P.R. MillTextiles & Apparels | 0.69% | 0.22% |
| Apeejay Surrendra Park HotelsLeisure Services | 0.18% | 0.38% |
| Indoco RemediesPharmaceuticals & Biotechnology | 0.18% | 0.27% |
| Castrol IndiaPetroleum Products | 0.33% | 0.17% |
| Rishabh InstrumentsElectrical Equipment | 0.13% | 0.22% |
| Gabriel IndiaAuto Components | 0.10% | 0.35% |
| JM FinancialFinance | 0.07% | 0.60% |
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 Jul 2026). Equity holdings only, ISIN-verified. Not investment advice.