How much do quant Small Cap Fund and Tata Small Cap Fund overlap?

They share 4 common holdings, a weighted portfolio overlap of about 3.37% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.

What does 3.37% 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 Small Cap Fund vs Tata Small Cap Fund

Quant MF · Small CapTata MF · Small Cap· as on May 2026

Weighted portfolio overlap

3.37%

Low overlap

Common

Only quant

Only Tata

4 of 134 unique stocks in common · Jaccard: 3%

Common holdings

Stock	in quant	in Tata
Usha MartinIndustrial Products	1.71%	5.05%
Keystone RealtorsRealty	0.78%	0.93%
Alivus Life SciencesPharmaceuticals & Biotechnology	0.58%	0.73%
Balrampur Chini MillsAgricultural Food & Other Products	0.31%	0.97%

FAQ

How much do quant Small Cap Fund and Tata Small Cap Fund overlap?: They share 4 common holdings, a weighted portfolio overlap of about 3.37% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.
What does 3.37% 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.