How much do Tata ELSS Fund and Tata Retirement Savings Fund-Progressive Plan overlap?

They share 15 common holdings, a weighted portfolio overlap of about 23.91% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 23.91% 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 ELSS Fund vs Tata Retirement Savings Fund-Progressive Plan

Tata MF · ELSS (Tax Saver)Tata MF · Solution-Oriented· as on May 2026

Weighted portfolio overlap

23.91%

Moderate overlap

Common

Only Tata ELSS

Only Tata Retirement

15 of 95 unique stocks in common · Jaccard: 15.8%

Common holdings

Stock	in Tata ELSS	in Tata Retirement
ICICI BankBanks	5.70%	4.67%
Reliance IndustriesPetroleum Products	3.95%	4.02%
Rainbow Childrens MedicareHealthcare Services	1.64%	2.21%
Multi Commodity Exchange of IndiaCapital Markets	1.59%	3.37%
Radico KhaitanBeverages	1.29%	2.97%
HDFC BankBanks	5.52%	1.26%
GE Vernova T&D IndiaElectrical Equipment	1.24%	1.52%
Coal IndiaConsumable Fuels	1.23%	1.62%
Kirloskar Pneumatic CompanyIndustrial Products	1.20%	2.03%
EternalRetailing	1.13%	3.25%
HCL TechnologiesIT - Software	1.11%	1.60%
Sun Pharmaceutical IndustriesPharmaceuticals & Biotechnology	1.89%	0.99%
PB FintechFinancial Technology (Fintech)	2.51%	0.94%
Bharat ElectronicsAerospace & Defense	1.21%	0.87%
Billionbrains Garage VenturesCapital Markets	0.80%	1.40%

FAQ

How much do Tata ELSS Fund and Tata Retirement Savings Fund-Progressive Plan overlap?: They share 15 common holdings, a weighted portfolio overlap of about 23.91% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 23.91% 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.