How much do quant Focused Fund and quant Momentum Fund overlap?

They share 6 common holdings, a weighted portfolio overlap of about 33.2% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 33.2% 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 Focused Fund vs quant Momentum Fund

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

Weighted portfolio overlap

33.2%

Moderate overlap

Common

Only quant Focused

Only quant Momentum

6 of 20 unique stocks in common · Jaccard: 30%

Common holdings

Stock	in quant Focused	in quant Momentum
Adani Green EnergyPower	10.99%	10.46%
Adani EnterprisesMetals & Minerals Trading	9.60%	11.22%
ICICI BankBanks	6.96%	5.08%
HDFC Life Insurance CompanyInsurance	7.50%	4.58%
ICICI Prudential Asset Management CompanyCapital Markets	7.41%	2.62%
Yes BankBanks	0.85%	6.29%

FAQ

How much do quant Focused Fund and quant Momentum Fund overlap?: They share 6 common holdings, a weighted portfolio overlap of about 33.2% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 33.2% 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.