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7 of 93 unique stocks in common · Jaccard: 7.5%
A weighted portfolio overlap of 11.31% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹11.31 is allocated to the exact same companies at the same relative proportions. The schemes share 7 common holdings.
The largest overlapping asset in their portfolios is Infosys, which commands a weight of 2.61% in Tata Aggressive Hybrid Fund and 7.66% in Tata Ethical Fund. Holding both schemes increases your concentration in Infosys 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 Tata Aggressive | in Tata Ethical |
|---|---|---|
| InfosysIT - Software | 2.61% | 7.66% |
| Ultratech CementCement & Cement Products | 2.49% | 2.52% |
| Britannia IndustriesFood Products | 2.06% | 2.09% |
| Hindustan UnileverDiversified FMCG | 1.58% | 3.27% |
| Samvardhana Motherson InternationalAuto Components | 1.39% | 1.27% |
| Bharat Heavy ElectricalsElectrical Equipment | 0.74% | 2.84% |
| Arvind FashionsRetailing | 1.14% | 0.56% |
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.