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6 of 85 unique stocks in common · Jaccard: 7.1%
A weighted portfolio overlap of 21.84% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹21.84 is allocated to the exact same companies at the same relative proportions. The schemes share 6 common holdings.
The largest overlapping asset in their portfolios is Reliance Industries, which commands a weight of 6.71% in quant Commodities Fund and 8.36% in quant Small Cap Fund. Holding both schemes increases your concentration in Reliance 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 quant Commodities | in quant Small |
|---|---|---|
| Reliance IndustriesPetroleum Products | 6.71% | 8.36% |
| HFCLTelecom - Services | 9.82% | 5.10% |
| Adani PowerPower | 3.69% | 4.59% |
| Adani Green EnergyPower | 10.03% | 3.23% |
| Adani EnterprisesMetals & Minerals Trading | 9.86% | 2.80% |
| Lloyds Metals And EnergyMinerals & Mining | 9.69% | 0.33% |
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.