How much do Tata Aggressive Hybrid Fund and Tata Infrastructure Fund overlap?

They share 10 common holdings, a weighted portfolio overlap of about 14.05% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.

What does 14.05% 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

Tata Aggressive Hybrid Fund vs Tata Infrastructure Fund

Tata MF · HybridTata MF · Sectoral / Thematic· as on May 2026

Weighted portfolio overlap

14.05%

Low overlap

Common

Only Tata Aggressive

Only Tata Infrastructure

10 of 85 unique stocks in common · Jaccard: 11.8%

Common holdings

Stock	in Tata Aggressive	in Tata Infrastructure
Larsen & ToubroConstruction	2.77%	6.82%
Ultratech CementCement & Cement Products	2.49%	2.60%
Adani Energy SolutionsPower	1.79%	3.78%
Interglobe AviationTransport Services	1.56%	2.95%
Adani Ports and Special Economic ZoneTransport Infrastructure	1.47%	3.97%
ABB IndiaElectrical Equipment	1.16%	2.13%
Trualt BioenergyAgricultural Food & Other Products	0.75%	1.26%
Bharat Heavy ElectricalsElectrical Equipment	0.74%	3.14%
PNC InfratechConstruction	0.74%	1.02%
Epack DurableConsumer Durables	0.58%	0.61%

FAQ

How much do Tata Aggressive Hybrid Fund and Tata Infrastructure Fund overlap?: They share 10 common holdings, a weighted portfolio overlap of about 14.05% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.
What does 14.05% 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.