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14 of 305 unique stocks in common · Jaccard: 4.6%
A weighted portfolio overlap of 6.98% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹6.98 is allocated to the exact same companies at the same relative proportions. The schemes share 14 common holdings.
The largest overlapping asset in their portfolios is Acme Solar Holdings, which commands a weight of 1.19% in Nippon India Small Cap Fund and 1.81% in Tata Small Cap Fund. Holding both schemes increases your concentration in Acme Solar Holdings 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 |
|---|---|---|
| Acme Solar HoldingsPower | 1.19% | 1.81% |
| Elantas Beck IndiaChemicals & Petrochemicals | 0.95% | 1.85% |
| Balrampur Chini MillsAgricultural Food & Other Products | 0.93% | 2.25% |
| Kirloskar Pneumatic CompanyIndustrial Products | 0.71% | 4.58% |
| Carborundum UniversalIndustrial Products | 0.55% | 2.02% |
| The Ramco CementsCement & Cement Products | 0.54% | 2.15% |
| Gokaldas ExportsTextiles & Apparels | 0.51% | 0.90% |
| Finolex CablesIndustrial Products | 0.46% | 0.86% |
| Sudarshan Chemical IndustriesChemicals & Petrochemicals | 0.39% | 4.83% |
| CIE Automotive IndiaAuto Components | 0.24% | 0.97% |
| Honda India Power ProductsIndustrial Manufacturing | 0.22% | 0.80% |
| Automotive AxlesAuto Components | 0.16% | 0.19% |
| Kirloskar Ferrous IndustriesFerrous Metals | 0.08% | 1.45% |
| Augmont EnterprisesNon - Ferrous Metals | 0.05% | 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 Aug 2026). Equity holdings only, ISIN-verified. Not investment advice.