How much do quant ELSS Tax Saver Fund and Tata BSE Select Business Groups Index Fund overlap?

They share 8 common holdings, a weighted portfolio overlap of about 28.35% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 28.35% 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 Tata BSE Select Business Groups Index Fund

Quant MF · ELSS (Tax Saver)Tata MF · Index Fund· as on May 2026

Weighted portfolio overlap

28.35%

Moderate overlap

Common

Only quant

Only Tata

8 of 51 unique stocks in common · Jaccard: 15.7%

Common holdings

Stock	in quant	in Tata
Reliance IndustriesPetroleum Products	8.80%	20.49%
Larsen & ToubroConstruction	7.34%	13.67%
Adani PowerPower	9.74%	2.83%
Tech MahindraIT - Software	4.66%	2.71%
Adani EnterprisesMetals & Minerals Trading	2.89%	2.24%
Tata Power CompanyPower	4.74%	1.53%
Adani Energy SolutionsPower	1.98%	1.51%
Adani Green EnergyPower	5.21%	1.39%

FAQ

How much do quant ELSS Tax Saver Fund and Tata BSE Select Business Groups Index Fund overlap?: They share 8 common holdings, a weighted portfolio overlap of about 28.35% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 28.35% 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.