Market Intelligence
Highest Overlapping Mutual Fund Pairs (June 2026)
Sundaram Long Term Micro Cap Tax Advantage Fund Series V and Sundaram Long Term Micro Cap Tax Advantage Fund Series VI share 81.2% portfolio overlap — highest among 18 pairs screened.
4 min read
Tier 1IPOFins Team
Finance Research & Data • 2026-07-30
Key takeaway
In June 2026, Sundaram Long Term Micro Cap Tax Advantage Fund Series V and Sundaram Long Term Micro Cap Tax Advantage Fund Series VI shared 81.2% portfolio overlap (34 identical holdings). If you hold both, you may be paying two expense ratios for nearly the same equity basket — especially risky before tax-loss harvesting or SIP rebalancing.
Portfolio overlap answers a simple question: if I own Fund A and Fund B, how much of my money is in the same stocks? High overlap means you may pay two expense ratios for nearly identical equity exposure — a common issue when stacking large-cap or flexi-cap funds from different AMCs.
Highest overlapping fund pairs (June 2026)
Sorted by overlap %. Above ~40% overlap, diversification benefit drops sharply for equity holdings.
| Fund A | Fund B | Overlap % | Common stocks |
|---|---|---|---|
| Sundaram Long Term Micro Cap Tax Advantage Fund Series V | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI | 81.2% | 34 |
| Sundaram Long Term Micro Cap Tax Advantage Fund Series III | Sundaram Long Term Micro Cap Tax Advantage Fund Series IV | 80.7% | 33 |
| Sundaram Long Term Micro Cap Tax Advantage Fund Series III | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI | 80.0% | 33 |
| Sundaram Long Term Advantage Fund Series III | Sundaram Long Term Advantage Fund Series IV | 79.5% | 33 |
| Sundaram Long Term Micro Cap Tax Advantage Fund Series IV | Sundaram Long Term Micro Cap Tax Advantage Fund Series V | 79.4% | 33 |
| Sundaram Long Term Micro Cap Tax Advantage Fund Series IV | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI | 79.4% | 33 |
| Sundaram Long Term Micro Cap Tax Advantage Fund Series III | Sundaram Long Term Micro Cap Tax Advantage Fund Series V | 79.2% | 33 |
| Sundaram Long Term Advantage Fund Series III | Sundaram Long Term Micro Cap Tax Advantage Fund Series V | 77.9% | 33 |
| Sundaram Long Term Advantage Fund Series III | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI | 77.4% | 33 |
| Bank of India Large & Mid Cap Fund | Bank of India Multicap Fund | 76.8% | 51 |
| Sundaram Long Term Advantage Fund Series IV | Sundaram Long Term Micro Cap Tax Advantage Fund Series V | 76.6% | 33 |
| Sundaram Long Term Advantage Fund Series IV | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI | 76.5% | 33 |
| Sundaram Long Term Advantage Fund Series III | Sundaram Long Term Micro Cap Tax Advantage Fund Series IV | 75.3% | 32 |
| Sundaram Long Term Advantage Fund Series III | Sundaram Long Term Micro Cap Tax Advantage Fund Series III | 75.2% | 32 |
| Sundaram Long Term Advantage Fund Series IV | Sundaram Long Term Micro Cap Tax Advantage Fund Series IV | 74.5% | 32 |
| Sundaram Long Term Advantage Fund Series IV | Sundaram Long Term Micro Cap Tax Advantage Fund Series III | 74.2% | 32 |
| Quant Focused Fund | Quant Large Cap Fund | 72.1% | 22 |
| CANARA ROBECO FLEXICAP FUND | Canara Robeco Large Cap Fund | 71.7% | 49 |
What to do if your funds overlap
- Before starting a new SIP, compare it with existing holdings using the overlap checker.
- High overlap is not automatically bad — but you should know you are doubling sector bets.
- Switching funds may trigger capital gains tax; overlap analysis helps avoid accidental duplication first.
Terms explained
Portfolio overlap %
Share of holdings (by weight) that two funds have in common. 50% overlap means half of each portfolio lines up with the other.
Common stocks
Count of identical stock names appearing in both fund portfolios for the comparison month.
Compare the top pair: Sundaram Long Term Micro Cap Tax Advantage Fund Series V vs Sundaram Long Term Micro Cap Tax Advantage Fund Series VI.
Open portfolio overlap checker →
Data source: SEBI-regulated AMC monthly portfolio disclosures for June 2026. Not investment advice. Past institutional activity does not guarantee future returns.