Nippon India Ultra Short Duration Fund- Direct Plan- Growth Option vs Tata Ultra Short Term Fund-Direct Plan-Growth — portfolio overlap

14.84% of these two portfolios is the same. A modest shared core. The two portfolios are largely distinct, so holding both does broaden your exposure.

Portfolio overlap

14.84%

Stocks held by both

16

Only in Nippon India Mutual Fund's fund

89

Only in Tata Mutual Fund's fund

31

Overlap is weighted: for every stock both funds hold, we take the smaller of the two weights and add them up. So two funds each holding 5% of the same stock overlap by 5 points, not 10. Cash and equivalents (repo, TREPS, receivables) are excluded — nearly every fund holds them, and shared cash is not shared conviction.

Stocks both funds hold

StockSectorIn Nippon India Mutual Fund'sIn Tata Mutual Fund'sShared
SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA CD 11JUN27Financial2.14%3.71%2.14%
INDIAN BANK CD 27OCT26Financial2.11%3.69%2.11%
Small Industries Dev Bank of India (04/02/2027) **Financial1.45%1.40%1.40%
PIRAMAL FINANCE LIMITED 9.15 NCD 17JU27 FVRS1LACFinancial1.34%1.91%1.34%
ADANI POWER LIMITED SR I 8 NCD 27JN28 FVRS1LACEnergy & Utilities1.28%2.85%1.28%
CANARA BANK CD 02FEB27Financial1.04%2.28%1.04%
HDFC BANK LIMITED CD 06NOV26Financial1.90%0.93%0.93%
360 ONE PRIME LIMITED RR NCD 25JL28 FVRS1LACFinancial0.86%1.90%0.86%
BANK OF BARODA CD 16SEP26Financial0.85%4.64%0.85%
BANK OF BARODA CD 08JAN27Financial0.83%3.23%0.83%
REC LIMITED SR 232 A 7.59 BD 31MY27 FVRS1LACFinancial1.63%0.76%0.76%
CANARA BANK CD 08JAN27Financial0.42%1.82%0.42%
CANARA BANK CD 04MAR27Financial0.41%0.46%0.41%
Others Class A2 AIFUnspecified0.27%0.25%0.25%
BANK OF BARODA CD 15DEC26Financial0.21%1.84%0.21%
Others IRSUnspecified0.02%9.50%0.02%

Holdings are a monthly disclosure, so this reflects the last portfolios both funds published — 117 and 48 holdings respectively — not live positions.