How much do quant Business Cycle Fund and quant Focused Fund overlap?

They share 7 common holdings, a weighted portfolio overlap of about 38.75% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 38.75% 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

quant Business Cycle Fund vs quant Focused Fund

Quant MF · Smart-Beta / FactorQuant MF · Focused· as on May 2026

Weighted portfolio overlap

38.75%

Moderate overlap

Common

Only quant Business

Only quant Focused

7 of 18 unique stocks in common · Jaccard: 38.9%

Common holdings

Stock	in quant Business	in quant Focused
Adani Green EnergyPower	10.57%	10.99%
Samvardhana Motherson InternationalAuto Components	7.22%	7.13%
HDFC Life Insurance CompanyInsurance	7.10%	7.50%
ICICI Prudential Asset Management CompanyCapital Markets	6.06%	7.41%
Adani EnterprisesMetals & Minerals Trading	4.72%	9.60%
ICICI BankBanks	2.15%	6.96%
Fractal AnalyticsIT - Software	1.01%	1.11%

FAQ

How much do quant Business Cycle Fund and quant Focused Fund overlap?: They share 7 common holdings, a weighted portfolio overlap of about 38.75% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 38.75% 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.