Is overlap more common in funds from the same category?

Yes. Funds within the same category or benchmark often show higher overlap because they invest in similar sectors or large-cap stocks.

Is 4.42% overlap high or low?

An overlap of 4.42% is considered Low Overlap. A higher overlap may reduce diversification benefits, while a lower overlap supports better portfolio balance.

Should I invest in both Tata Small Cap Fund Regular Growth and Axis Small Cap Fund Regular Growth?

Investing in both funds depends on your investment goals, risk tolerance, and existing portfolio. If overlap is high, you may consider adding a fund with a different strategy or category to improve diversification.

Can AI recommendations help reduce overlap?

Yes. AI-based analysis can help identify high-overlap areas and suggest alternative fund combinations that may improve diversification while aligning with your investment profile.

Which sectors contribute most to the overlap?

The overlap is mainly driven by common exposure to the finance (banking) and IT (Information Technology) sectors, where both funds allocate a significant portion of their portfolios.

Mutual Fund Overlap

Discover common holdings between two equity mutual funds and uncover hidden overlap in your portfolio

Category:

Check Overlap

4.42%

Overlap

Low Overlap

These funds share only 4.42 of their holdings by weight, so duplication is minimal if you hold both funds.

Our AI Recommendation:

Based on both the funds : “Log in to view the AI-generated comparison insight.”

*NOTE: Only Equity is considered in this calculation

4.42%

Common Stocks:8

Uncommon Stocks A:53

Uncommon Stocks B:138

Total Stocks A:64

Total Stocks B:149

Top Common Stocks

Identify common stocks between funds and check their exposure in each portfolio

12.5%

Stock NameHolding %

Balrampur Chini Mills Ltd

0.78%

0.43%

Carborundum Universal Ltd

1.79%

0.50%

Anant Raj Ltd

1.84%

0.55%

Time Technoplast Ltd

2.50%

0.46%

CIE Automotive India Ltd

1.17%

0.54%

Sudarshan Chemical Industries Ltd

4.17%

0.74%

Top 10 Uncommon Stocks

Compare non-overlapping holdings in both funds and spot fresh diversification opportunities

Holding %

Tega Industries Ltd

4.33%

Krishna Institute of Medical Sciences Ltd

2.72%

IDFC First Bank Ltd

4.20%

CCL Products (India) Ltd

2.60%

Usha Martin Ltd

4.12%

Multi Commodity Exchange of India Ltd

2.49%

Kirloskar Pneumatic Co Ltd

3.34%

Brigade Enterprises Ltd

2.06%

Godrej Industries Ltd

3.33%

City Union Bank Ltd

1.99%

BASF India Ltd

2.78%

J.B. Chemicals & Pharmaceuticals Ltd

1.98%

CE Info Systems Ltd

2.72%

Cholamandalam Financial Holdings Ltd

1.91%

Network People Services Technologies Ltd

2.22%

Blue Star Ltd

1.72%

Wonderla Holidays Ltd

2.11%

Kaynes Technology India Ltd

1.67%

Wockhardt Ltd

2.09%

PB Fintech Ltd

1.55%

Overlapping Sectors Between Schemes

Discover common sectors across schemes and review how much each fund invests in them.

4.42%

Low Overlap

Stock NameAllocation

Industrials

29.57%

15.57%

Consumer Cyclical

18.10%

11.69%

Basic Materials

17.36%

10.48%

Technology

6.53%

9.11%

Financial Services

6.02%

19.23%

Healthcare

5.62%

13.34%

Real Estate

4.12%

4.35%

Consumer Defensive

1.96%

5.47%

Utilities

1.24%

0.90%

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Market Cap Breakdown of Both Funds

See how much each fund invests in large, mid and small cap stocks

₹ Cr.

7.53%

78.23%

AUM

Large Cap

Mid Cap

Small Cap

₹ Cr.

5.12%

12.38%

68.75%

Fund Performance

See which fund rewards you more for a SIP vs a lump sum strategy.

Scheme	1Y	2Y	3Y	5Y

Frequently Asked Questions

Everything You Need To Know To Get Started With Confidence

Generally, an overlap below 20% is considered manageable. Levels above this may require a portfolio review for better diversification.

Disclaimer : This mutual fund overlap tool and AI recommendations are for informational purposes only and do not constitute investment advice. Mutual fund investments are subject to market risks