How much do Tata Housing Opportunities Fund and Tata Resources & Energy Fund overlap?

They share 8 common holdings, a weighted portfolio overlap of about 22.65% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 22.65% 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 Resources & Energy Fund

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

Weighted portfolio overlap

22.65%

Moderate overlap

Common

Only Tata Housing

Only Tata Resources

8 of 64 unique stocks in common · Jaccard: 12.5%

Common holdings

Stock	in Tata Housing	in Tata Resources
Ultratech CementCement & Cement Products	8.44%	5.82%
NTPCPower	6.22%	3.92%
Ambuja CementsCement & Cement Products	3.85%	4.54%
JSW SteelFerrous Metals	4.72%	2.78%
Adani Energy SolutionsPower	2.27%	4.38%
Tata SteelFerrous Metals	1.96%	4.52%
Jindal Steel & PowerFerrous Metals	1.11%	3.15%
The Ramco CementsCement & Cement Products	0.94%	1.60%

FAQ

How much do Tata Housing Opportunities Fund and Tata Resources & Energy Fund overlap?: They share 8 common holdings, a weighted portfolio overlap of about 22.65% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 22.65% 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.