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11 of 42 unique stocks in common · Jaccard: 26.2%
A weighted portfolio overlap of 40.14% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹40.14 is allocated to the exact same companies at the same relative proportions. The schemes share 11 common holdings.
The largest overlapping asset in their portfolios is Adani Power, which commands a weight of 9.74% in quant ELSS Tax Saver Fund and 9.75% in quant Infrastructure Fund. Holding both schemes increases your concentration in Adani Power 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 ELSS | in quant Infrastructure |
|---|---|---|
| Adani PowerPower | 9.74% | 9.75% |
| Samvardhana Motherson InternationalAuto Components | 8.38% | 9.93% |
| Adani Green EnergyPower | 5.21% | 10.67% |
| ICICI BankBanks | 9.13% | 4.17% |
| Larsen & ToubroConstruction | 7.34% | 3.92% |
| Adani EnterprisesMetals & Minerals Trading | 2.89% | 5.96% |
| DLFRealty | 2.13% | 2.64% |
| Adani Energy SolutionsPower | 1.98% | 1.55% |
| Tata Power CompanyPower | 4.74% | 0.93% |
| Lloyds Metals And EnergyMinerals & Mining | 0.90% | 2.25% |
| Afcons InfrastructureConstruction | 0.32% | 4.59% |
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.