How much do quant ELSS Tax Saver Fund and quant Large & Mid Cap Fund overlap?

They share 12 common holdings, a weighted portfolio overlap of about 49.17% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 49.17% 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 ELSS Tax Saver Fund vs quant Large & Mid Cap Fund

Quant MF · ELSS (Tax Saver)Quant MF · Large & Mid Cap· as on May 2026

Weighted portfolio overlap

49.17%

Moderate overlap

Common

Only quant ELSS

Only quant Large

12 of 35 unique stocks in common · Jaccard: 34.3%

Common holdings

Stock	in quant ELSS	in quant Large
Adani PowerPower	9.74%	8.69%
Reliance IndustriesPetroleum Products	8.80%	7.97%
Samvardhana Motherson InternationalAuto Components	8.38%	7.52%
Aurobindo PharmaPharmaceuticals & Biotechnology	7.26%	8.23%
Adani Green EnergyPower	5.21%	7.04%
Premier EnergiesElectrical Equipment	3.31%	3.74%
Adani EnterprisesMetals & Minerals Trading	2.89%	6.74%
Bharat Heavy ElectricalsElectrical Equipment	2.44%	3.40%
HDFC Life Insurance CompanyInsurance	3.67%	2.11%
Lloyds Metals And EnergyMinerals & Mining	0.90%	9.21%
ICICI Prudential Asset Management CompanyCapital Markets	2.21%	0.69%
ICICI BankBanks	9.13%	0.17%

FAQ

How much do quant ELSS Tax Saver Fund and quant Large & Mid Cap Fund overlap?: They share 12 common holdings, a weighted portfolio overlap of about 49.17% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 49.17% 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.