TATA FOCUSED FUND vs TATA LARGE CAP FUND
Tata vs Tata· Portfolio Overlap Analysis
43.5%High Overlap
13 common stocksRank #18287 / 20,000
Investor takeaway: At 43.5% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.
Common Holdings (13)
| Stock | Wt% in TATA FOCUSED | Wt% in TATA LARGE CAP | Overlap |
|---|---|---|---|
HDFC BANK LTD. Banks | 7.50% | 8.20% | 7.50% |
ICICI BANK LTD. Banks | 6.44% | 9.12% | 6.44% |
RELIANCE INDUSTRIES LTD. Petroleum Products | 4.95% | 5.26% | 4.95% |
AXIS BANK LTD. Banks | 5.54% | 4.08% | 4.08% |
LARSEN & TOUBRO LTD. Construction | 4.03% | 3.58% | 3.58% |
INFOSYS LTD. IT - Software | 3.15% | 3.54% | 3.15% |
MAHINDRA & MAHINDRA LTD. Automobiles | 3.30% | 2.89% | 2.89% |
SAMVARDHANA MOTHERSON INTERNATIONAL LTD. Auto Components | 3.51% | 2.32% | 2.32% |
BHARTI AIRTEL LTD. Telecom - Services | 2.08% | 2.19% | 2.08% |
HDFC LIFE INSURANCE CO. LTD. Insurance | 3.02% | 1.93% | 1.93% |
NTPC Ltd. Power | 4.59% | 1.79% | 1.79% |
AMBUJA CEMENTS LTD. Cement & Cement Products | 3.74% | 1.43% | 1.43% |
ADANI PORTS AND SPECIAL ECONOMIC ZONE LTD. Transport Infrastructure | 3.66% | 1.34% | 1.34% |
Unique to TATA FOCUSED
- ULTRATECH CEMENT LTD.3.93%
- METROPOLIS HEALTHCARE LTD.3.82%
- SBI LIFE INSURANCE COMPANY LTD.3.68%
Unique to TATA LARGE CAP
- KOTAK MAHINDRA BANK LTD.3.72%
- STATE BANK OF INDIA3.54%
- BAJAJ FINANCE LTD.3.04%
Sector Overlap Breakdown
Banks18.0% (3)
Petroleum Products5.0% (1)
Construction3.6% (1)
IT - Software3.1% (1)
Automobiles2.9% (1)
Auto Components2.3% (1)
Telecom - Services2.1% (1)
Insurance1.9% (1)
Power1.8% (1)
Cement & Cement Products1.4% (1)
Transport Infrastructure1.3% (1)
More comparisons for TATA FOCUSED
- vs ICICI Prudential Large Cap46.7% · 14 stocks
- vs ICICI Prudential ELSS Tax Save45.9% · 16 stocks
- vs ADITYA BIRLA SUN LIFE FOCUSED45.2% · 13 stocks
- vs Kotak Large Cap44.2% · 14 stocks
- vs Bajaj Finserv Large Cap44.1% · 11 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.