How much do Tata Housing Opportunities Fund and Tata Infrastructure Fund overlap?

They share 7 common holdings, a weighted portfolio overlap of about 18.48% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.

What does 18.48% 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 Housing Opportunities Fund vs Tata Infrastructure Fund

Tata MF · Equity (Diversified)Tata MF · Sectoral / Thematic· as on May 2026

Weighted portfolio overlap

18.48%

Low overlap

Common

Only Tata Housing

Only Tata Infrastructure

7 of 75 unique stocks in common · Jaccard: 9.3%

Common holdings

Stock	in Tata Housing	in Tata Infrastructure
Larsen & ToubroConstruction	5.76%	6.82%
NTPCPower	6.22%	4.30%
Ultratech CementCement & Cement Products	8.44%	2.60%
Adani Energy SolutionsPower	2.27%	3.78%
Ambuja CementsCement & Cement Products	3.85%	2.14%
The Ramco CementsCement & Cement Products	0.94%	2.90%
TARCRealty	0.47%	0.87%

FAQ

How much do Tata Housing Opportunities Fund and Tata Infrastructure Fund overlap?: They share 7 common holdings, a weighted portfolio overlap of about 18.48% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.
What does 18.48% 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.