How much do quant Consumption Fund and quant ESG Integration Strategy Fund overlap?

They share 4 common holdings, a weighted portfolio overlap of about 20.27% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 20.27% 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 Consumption Fund vs quant ESG Integration Strategy Fund

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

Weighted portfolio overlap

20.27%

Moderate overlap

Common

Only quant Consumption

Only quant ESG

4 of 20 unique stocks in common · Jaccard: 20%

Common holdings

Stock	in quant Consumption	in quant ESG
HFCLTelecom - Services	8.59%	10.95%
Aurobindo PharmaPharmaceuticals & Biotechnology	6.61%	5.37%
Capri Global CapitalFinance	8.81%	5.35%
Safari Industries (India)Consumer Durables	9.62%	0.96%

FAQ

How much do quant Consumption Fund and quant ESG Integration Strategy Fund overlap?: They share 4 common holdings, a weighted portfolio overlap of about 20.27% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 20.27% 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.