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16 of 91 unique stocks in common · Jaccard: 17.6%
A weighted portfolio overlap of 29.19% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹29.19 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 Reliance Industries, which commands a weight of 4.82% in Tata Business Cycle Fund and 5.23% in Tata Childrens Fund. Holding both schemes increases your concentration in Reliance Industries 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 Business | in Tata Childrens |
|---|---|---|
| Reliance IndustriesPetroleum Products | 4.82% | 5.23% |
| Axis BankBanks | 3.74% | 3.23% |
| Larsen & ToubroConstruction | 3.09% | 3.72% |
| HDFC BankBanks | 3.07% | 5.89% |
| Metropolis HealthcareHealthcare Services | 4.33% | 2.03% |
| MaricoAgricultural Food & Other Products | 1.97% | 3.63% |
| Kotak Mahindra BankBanks | 1.96% | 3.51% |
| ICICI Lombard General Insurance CompanyInsurance | 1.53% | 2.18% |
| HDFC Life Insurance CompanyInsurance | 1.43% | 1.81% |
| DCB BankBanks | 1.09% | 1.79% |
| Gravita IndiaMinerals & Mining | 1.07% | 1.72% |
| Hindustan UnileverDiversified FMCG | 1.01% | 2.62% |
| Shree CementCement & Cement Products | 0.99% | 1.92% |
| Bank of BarodaBanks | 1.78% | 0.98% |
| ITCDiversified FMCG | 0.91% | 1.96% |
| Kwality Walls IndiaFood Products | 0.01% | 0.03% |
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.