Portfolio Overlap Between Nippon India Small Cap Fund and Quant Small Cap Fund
Overlap Score: 52%
The portfolio overlap between Nippon India Small Cap Fund and Quant Small Cap Fund is 52%. This means 52% of their holdings are common. Investors looking for diversification may consider reducing overlap above 50%.
Key Takeaways
- •Overlap score: 52%
- •Category context: Small Cap
- •High overlap for a small-cap pair; diversification benefit is limited.
- •Use the portfolio tool to compare your full list of funds.
Top Common Holdings
- Kaynes Technology
- KPIT Technologies
- Cyient
Alternative Funds
FAQ
Should I invest in both Nippon India Small Cap Fund and Quant Small Cap Fund?
Probably not if your goal is diversification. High overlap means both funds may move similarly.
What is a good overlap percentage?
Below 40% is generally healthier for diversification between two active equity funds.