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10 of 93 unique stocks in common · Jaccard: 10.8%
A weighted portfolio overlap of 21.3% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹21.3 is allocated to the exact same companies at the same relative proportions. The schemes share 10 common holdings.
The largest overlapping asset in their portfolios is HDFC Bank, which commands a weight of 5.89% in Tata Childrens Fund and 8.22% in Tata Large & Mid Cap Fund. Holding both schemes increases your concentration in HDFC Bank 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 Childrens | in Tata Large |
|---|---|---|
| HDFC BankBanks | 5.89% | 8.22% |
| Reliance IndustriesPetroleum Products | 5.23% | 3.90% |
| ICICI BankBanks | 3.82% | 3.71% |
| Larsen & ToubroConstruction | 3.72% | 1.90% |
| Godrej IndustriesDiversified | 1.68% | 2.48% |
| Tata Motors Passenger VehiclesAutomobiles | 1.20% | 1.06% |
| Tata Consultancy ServicesIT - Software | 1.92% | 0.91% |
| ITCDiversified FMCG | 1.96% | 0.85% |
| Kotak Mahindra BankBanks | 3.51% | 0.72% |
| InfosysIT - Software | 2.24% | 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.