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16 of 76 unique stocks in common · Jaccard: 21.1%
A weighted portfolio overlap of 27.46% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹27.46 is allocated to the exact same companies at the same relative proportions. The schemes share 16 common holdings.
The largest overlapping asset in their portfolios is Bharti Airtel, which commands a weight of 4.97% in Tata Aggressive Hybrid Fund and 3.94% in Tata Large & Mid Cap Fund. Holding both schemes increases your concentration in Bharti Airtel 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 Large |
|---|---|---|
| Bharti AirtelTelecom - Services | 4.97% | 3.94% |
| ICICI BankBanks | 4.78% | 3.71% |
| Reliance IndustriesPetroleum Products | 2.87% | 3.90% |
| Varun BeveragesBeverages | 2.43% | 4.75% |
| Larsen & ToubroConstruction | 2.77% | 1.90% |
| Adani Energy SolutionsPower | 1.79% | 1.88% |
| Tata CommunicationsTelecom - Services | 1.60% | 2.90% |
| State Bank of IndiaBanks | 1.57% | 5.20% |
| HDFC BankBanks | 1.42% | 8.22% |
| IDFC First BankBanks | 1.20% | 4.42% |
| Tega IndustriesIndustrial Manufacturing | 1.20% | 2.72% |
| ITCDiversified FMCG | 1.95% | 0.85% |
| Ultratech CementCement & Cement Products | 2.49% | 0.83% |
| PI IndustriesFertilizers & Agrochemicals | 0.75% | 3.77% |
| Kotak Mahindra BankBanks | 2.59% | 0.72% |
| InfosysIT - Software | 2.61% | 0.68% |
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.