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12 of 58 unique stocks in common · Jaccard: 20.7%
A weighted portfolio overlap of 27.06% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹27.06 is allocated to the exact same companies at the same relative proportions. The schemes share 12 common holdings.
The largest overlapping asset in their portfolios is Aurobindo Pharma, which commands a weight of 9.44% in quant Mid Cap Fund and 7.92% in quant Multi Cap Fund. Holding both schemes increases your concentration in Aurobindo Pharma 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 Mid | in quant Multi |
|---|---|---|
| Aurobindo PharmaPharmaceuticals & Biotechnology | 9.44% | 7.92% |
| ICICI BankBanks | 4.05% | 4.70% |
| Reliance IndustriesPetroleum Products | 3.48% | 2.83% |
| IRB Infrastructure DevelopersConstruction | 6.51% | 2.49% |
| Adani Energy SolutionsPower | 1.99% | 1.97% |
| PB FintechFinancial Technology (Fintech) | 5.55% | 1.45% |
| Premier EnergiesElectrical Equipment | 4.85% | 1.32% |
| Tata CommunicationsTelecom - Services | 10.00% | 1.28% |
| Lloyds Metals And EnergyMinerals & Mining | 8.16% | 1.24% |
| AWL Agri BusinessAgricultural Food & Other Products | 1.18% | 2.24% |
| JSW InfrastructureTransport Infrastructure | 2.24% | 1.07% |
| Nippon Life India Asset ManagementCapital Markets | 3.38% | 0.26% |
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.