How much do quant Mid Cap Fund and Tata Value Fund overlap?

They share 5 common holdings, a weighted portfolio overlap of about 9.49% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.

What does 9.49% 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 Mid Cap Fund vs Tata Value Fund

Quant MF · Mid CapTata MF · Value· as on May 2026

Weighted portfolio overlap

9.49%

Low overlap

Common

Only quant

Only Tata

5 of 57 unique stocks in common · Jaccard: 8.8%

Common holdings

Stock	in quant	in Tata
ICICI BankBanks	4.05%	8.13%
Premier EnergiesElectrical Equipment	4.85%	2.11%
Indus TowersTelecom - Services	1.64%	5.10%
PB FintechFinancial Technology (Fintech)	5.55%	0.95%
Adani Energy SolutionsPower	1.99%	0.74%

FAQ

How much do quant Mid Cap Fund and Tata Value Fund overlap?: They share 5 common holdings, a weighted portfolio overlap of about 9.49% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.
What does 9.49% 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.