Samco Dynamic Asset Allocation Fund vs TATA NIFTY200 ALPHA 30 INDEX FUND
Samco vs Tata· Portfolio Overlap Analysis
19.5%Low Overlap
22 common stocks0
Investor takeaway: At just 19.5% overlap, these funds complement each other fairly well. Holding both gives you materially better diversification than most same-category pairings.
Common Holdings (22)
| Stock | Wt% in Samco Dynamic Asset Allocation | Wt% in TATA NIFTY200 ALPHA 30 INDEX | Overlap |
|---|---|---|---|
Eicher Motors Limited Automobiles | 2.68% | 3.96% | 2.68% |
Bajaj Finance Limited Finance | 1.53% | 4.64% | 1.53% |
SBI Life Insurance Company Limited Insurance | 1.53% | 2.83% | 1.53% |
TVS Motor Company Limited Automobiles | 1.52% | 3.65% | 1.52% |
Max Financial Services Limited Insurance | 1.23% | 4.51% | 1.23% |
Aditya Birla Capital Limited Finance | 1.18% | 4.38% | 1.18% |
AU Small Finance Bank Limited Banks | 1.16% | 4.76% | 1.16% |
Bharat Electronics Limited Aerospace & Defense | 0.89% | 2.62% | 0.89% |
L&T Finance Limited Finance | 0.87% | 3.85% | 0.87% |
Canara Bank Banks | 0.85% | 4.02% | 0.85% |
Fortis Healthcare Limited Healthcare Services | 0.71% | 3.20% | 0.71% |
BSE Limited Capital Markets | 0.71% | 4.95% | 0.71% |
One 97 Communications Limited Financial Technology (Fintech) | 0.70% | 2.93% | 0.70% |
Muthoot Finance Limited Finance | 0.67% | 4.28% | 0.67% |
Shriram Finance Limited Finance | 0.61% | 3.15% | 0.61% |
Hitachi Energy India Limited Electrical Equipment | 0.58% | 5.39% | 0.58% |
Glenmark Pharmaceuticals Limited Pharmaceuticals & Biotechnology | 0.42% | 2.05% | 0.42% |
Ashok Leyland Limited Agricultural, Commercial & Construction Vehicles | 0.40% | 3.04% | 0.40% |
Indian Bank Banks | 0.36% | 5.30% | 0.36% |
Solar Industries India Limited Chemicals & Petrochemicals | 0.32% | 1.65% | 0.32% |
HDFC Asset Management Company Limited Capital Markets | 0.28% | 1.61% | 0.28% |
FSN E-Commerce Ventures Limited Retailing | 0.27% | 4.72% | 0.27% |
Unique to Samco Dynamic Asset Allocation
- Religare Enterprises Limited9.60%
- Adani Power Limited1.85%
- JSW Steel Limited1.49%
- GE Vernova T&D India Limited1.27%
- Vedanta Limited1.26%
Unique to TATA NIFTY200 ALPHA 30 INDEX
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Finance4.9% (5)
Automobiles4.2% (2)
Insurance2.8% (2)
Banks2.4% (3)
Capital Markets1.0% (2)
Aerospace & Defense0.9% (1)
Healthcare Services0.7% (1)
Financial Technology (Fintech)0.7% (1)
Electrical Equipment0.6% (1)
Pharmaceuticals & Biotechnology0.4% (1)
Agricultural, Commercial & Construction Vehicles0.4% (1)
Chemicals & Petrochemicals0.3% (1)
Retailing0.3% (1)
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.