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

They share 21 common holdings, a weighted portfolio overlap of about 23.53% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 23.53% 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 Vision Fund vs Tata Ethical Fund

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

Weighted portfolio overlap

23.53%

Moderate overlap

Common

Only Nippon

Only Tata

21 of 116 unique stocks in common · Jaccard: 18.1%

Common holdings

Stock	in Nippon	in Tata
Jindal Steel & PowerFerrous Metals	2.91%	2.90%
Bharat Heavy ElectricalsElectrical Equipment	2.86%	2.84%
Hindalco IndustriesNon - Ferrous Metals	2.13%	2.41%
Tata Consultancy ServicesIT - Software	1.50%	5.60%
Indus TowersTelecom - Services	1.49%	1.53%
Samvardhana Motherson InternationalAuto Components	1.33%	1.27%
IPCA LaboratoriesPharmaceuticals & Biotechnology	1.55%	1.18%
Godrej Consumer ProductsPersonal Products	1.98%	1.06%
Havells IndiaConsumer Durables	1.17%	1.04%
LTIMindtreeIT - Software	1.04%	2.06%
InfosysIT - Software	0.94%	7.66%
Dixon Technologies (India)Consumer Durables	2.94%	0.92%
Page IndustriesTextiles & Apparels	0.98%	0.92%
Syngene InternationalHealthcare Services	0.82%	0.92%
Avenue SupermartsRetailing	1.34%	0.79%
Hero MotoCorpAutomobiles	0.71%	1.03%
Tata Consumer ProductsAgricultural Food & Other Products	0.65%	0.82%
Endurance TechnologiesAuto Components	0.46%	1.30%
Gujarat FluorochemicalsChemicals & Petrochemicals	0.32%	1.35%
HCL TechnologiesIT - Software	0.30%	2.95%
Supreme IndustriesIndustrial Products	0.25%	0.60%

FAQ

How much do Nippon India Vision Fund and Tata Ethical Fund overlap?: They share 21 common holdings, a weighted portfolio overlap of about 23.53% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 23.53% 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.