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13 of 99 unique stocks in common · Jaccard: 13.1%
A weighted portfolio overlap of 18.73% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹18.73 is allocated to the exact same companies at the same relative proportions. The schemes share 13 common holdings.
The largest overlapping asset in their portfolios is IDFC First Bank, which commands a weight of 4.42% in Tata Large & Mid Cap Fund and 3.66% in Tata Small Cap Fund. Holding both schemes increases your concentration in IDFC First 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 Large | in Tata Small |
|---|---|---|
| IDFC First BankBanks | 4.42% | 3.66% |
| Tega IndustriesIndustrial Manufacturing | 2.72% | 3.87% |
| WockhardtPharmaceuticals & Biotechnology | 2.55% | 3.66% |
| Godrej IndustriesDiversified | 2.48% | 3.76% |
| Sudarshan Chemical IndustriesChemicals & Petrochemicals | 1.30% | 4.02% |
| The Ramco CementsCement & Cement Products | 1.23% | 1.32% |
| BASF IndiaChemicals & Petrochemicals | 1.15% | 2.23% |
| Elantas Beck IndiaChemicals & Petrochemicals | 1.12% | 1.66% |
| JSW DuluxConsumer Durables | 0.74% | 0.78% |
| Network People Services TechnologiesFinancial Technology (Fintech) | 0.64% | 1.52% |
| Quess CorpCommercial Services & Supplies | 0.64% | 1.65% |
| Digitide SolutionsIT - Services | 0.26% | 0.36% |
| Bluspring EnterprisesCommercial Services & Supplies | 0.24% | 0.57% |
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.