TATA AGGRESSIVE HYBRID FUND vs TATA LARGE CAP FUND
Tata vs Tata· Portfolio Overlap Analysis
45.7%High Overlap
21 common stocksRank #15016 / 20,000
Investor takeaway: At 45.7% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.
Common Holdings (21)
| Stock | Wt% in TATA AGGRESSIVE HYBRID | Wt% in TATA LARGE CAP | Overlap |
|---|---|---|---|
ICICI BANK LTD. Banks | 5.25% | 9.12% | 5.25% |
RELIANCE INDUSTRIES LTD. Petroleum Products | 5.02% | 5.26% | 5.02% |
LARSEN & TOUBRO LTD. Construction | 4.25% | 3.58% | 3.58% |
STATE BANK OF INDIA Banks | 3.58% | 3.54% | 3.54% |
INFOSYS LTD. IT - Software | 2.67% | 3.54% | 2.67% |
HDFC BANK LTD. Banks | 2.65% | 8.20% | 2.65% |
KOTAK MAHINDRA BANK LTD. Banks | 2.58% | 3.72% | 2.58% |
TATA CONSULTANCY SERVICES LTD. IT - Software | 2.54% | 2.86% | 2.54% |
BHARTI AIRTEL LTD. Telecom - Services | 4.90% | 2.19% | 2.19% |
MAHINDRA & MAHINDRA LTD. Automobiles | 2.19% | 2.89% | 2.19% |
AXIS BANK LTD. Banks | 2.06% | 4.08% | 2.06% |
BANK OF BARODA Banks | 1.68% | 1.73% | 1.68% |
HINDUSTAN UNILEVER LTD. Diversified FMCG | 1.57% | 2.64% | 1.57% |
ICICI PRUDENTIAL ASSET MANAGEMENT COMPANY LTD. Capital Markets | 1.35% | 1.83% | 1.35% |
JSW CEMENT LTD. Cement & Cement Products | 1.24% | 1.54% | 1.24% |
ADANI PORTS AND SPECIAL ECONOMIC ZONE LTD. Transport Infrastructure | 1.13% | 1.34% | 1.13% |
ADANI ENERGY SOLUTIONS LTD. Power | 1.10% | 1.67% | 1.10% |
SAMVARDHANA MOTHERSON INTERNATIONAL LTD. Auto Components | 0.99% | 2.32% | 0.99% |
HERO MOTOCORP LTD. Automobiles | 0.99% | 0.92% | 0.92% |
HDFC LIFE INSURANCE CO. LTD. Insurance | 0.89% | 1.93% | 0.89% |
GRANULES INDIA LTD. Pharmaceuticals & Biotechnology | 0.57% | 1.12% | 0.57% |
Unique to TATA AGGRESSIVE HYBRID
- RBL BANK LTD.3.58%
- ULTRATECH CEMENT LTD.2.71%
Unique to TATA LARGE CAP
- BAJAJ FINANCE LTD.3.04%
Sector Overlap Breakdown
Banks17.8% (6)
IT - Software5.2% (2)
Petroleum Products5.0% (1)
Construction3.6% (1)
Automobiles3.1% (2)
Telecom - Services2.2% (1)
Diversified FMCG1.6% (1)
Capital Markets1.4% (1)
Cement & Cement Products1.2% (1)
Transport Infrastructure1.1% (1)
Power1.1% (1)
Auto Components1.0% (1)
Insurance0.9% (1)
Pharmaceuticals & Biotechnology0.6% (1)
More comparisons for TATA AGGRESSIVE HYBRID
- vs Baroda BNP Paribas Large Cap46.3% · 21 stocks
- vs HDFC BSE SENSEX ETF46.2% · 17 stocks
- vs HDFC BSE Sensex Index46.2% · 17 stocks
- vs ICICI Prudential BSE Sensex ET46.2% · 17 stocks
- vs Kotak BSE Sensex ETF46.2% · 17 stocks
More comparisons for TATA LARGE CAP
- vs ADITYA BIRLA SUN LIFE BSE SENS61.5% · 19 stocks
- vs HDFC BSE SENSEX ETF61.5% · 19 stocks
- vs HDFC BSE Sensex Index61.5% · 19 stocks
- vs ICICI Prudential BSE Sensex ET61.5% · 19 stocks
- vs Kotak BSE Sensex ETF61.5% · 19 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.