IND vs BREE overlap
IND and BREE overlap 7.0% by weight, across 17 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | IND | BREE | Overlap |
|---|---|---|---|
| Mahindra & MahinMM | 1.37% | 1.02% | 1.02% |
| Sun Pharma INDUSUNP | 0.95% | 0.98% | 0.95% |
| TATA ConsultancyTCS | 1.16% | 0.87% | 0.87% |
| Maruti Suzuki inMSIL | 0.87% | 1.02% | 0.87% |
| AXIS Bank Ltd.AXSB | 1.86% | 0.84% | 0.84% |
| Shriram FinanceSHFL | 0.68% | 0.67% | 0.67% |
| Bharat PetrolBPCL | 0.31% | 0.74% | 0.31% |
| Vedanta Aluminiu2311004D | 0.32% | 0.28% | 0.28% |
| Vedanta Ltd.VEDL | 0.30% | 0.26% | 0.26% |
| HERO Motocorp LTHMCL | 0.32% | 0.25% | 0.25% |
| Canara BankCBK | 0.23% | 0.38% | 0.23% |
| UPL Ltd.UPLL | 0.18% | 0.85% | 0.18% |
| Hindustan AeronaHNAL | 0.43% | 0.10% | 0.10% |
| Muthoot FinanceMUTH | 0.18% | 0.08% | 0.08% |
| Vedanta Oil and Gas7172841Z | 0.06% | 0.03% | 0.03% |
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: IND, SEC Form N-PORT, May 31, 2026; BREE, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
No 13F filer reports holding both.
This compares who owns the funds, not what the funds hold. From SEC Form 13F, for managers with $100M+ in US securities.
Who owns them: IND institutional holders, BREE institutional holders.
Frequently asked questions
How much do IND and BREE overlap?
7.0% by weight, with 17 holdings in common, using holdings for IND as of May 31, 2026 and BREE as of May 31, 2026. The largest shared position is MM.
Do institutions hold both IND and BREE?
0 Form 13F filers report positions in both, out of 6 that report either one.
How is overlap by weight worked out?
For each holding the two funds share, take the smaller of the two weights, then add those up. Identical portfolios score 100%.