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26 of 223 unique stocks in common · Jaccard: 11.7%
A weighted portfolio overlap of 27.4% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹27.4 is allocated to the exact same companies at the same relative proportions. The schemes share 26 common holdings.
The largest overlapping asset in their portfolios is Tata Consultancy Services, which commands a weight of 3.76% in Aditya Birla Sun Life BSE 500 Quality 50 Index Fund and 4.04% in UTI Nifty500 Shariah Index Fund. Holding both schemes increases your concentration in Tata Consultancy Services rather than expanding your diversification.
If the overlap is above 30%, it is typically because both schemes benchmark to the same index (e.g. Nifty 50 or Nifty LargeMidcap 250) or overlap in their top large-cap picks. To improve your portfolio's diversification, consider allocating one of these tranches to a category with lower structural correlation (such as a mid-cap, small-cap, or international equity fund).
| Stock | in Aditya | in UTI |
|---|---|---|
| Tata Consultancy ServicesIT - Software | 3.76% | 4.04% |
| InfosysIT - Software | 3.47% | 7.13% |
| Hindustan UnileverDiversified FMCG | 3.91% | 3.35% |
| HCL TechnologiesIT - Software | 3.33% | 2.19% |
| Nestle IndiaFood Products | 4.43% | 1.78% |
| Cummins IndiaIndustrial Products | 4.09% | 1.39% |
| Suzlon EnergyElectrical Equipment | 4.20% | 1.21% |
| GE Vernova T&D IndiaElectrical Equipment | 4.10% | 1.12% |
| Hero MotoCorpAutomobiles | 3.43% | 1.11% |
| Britannia IndustriesFood Products | 3.63% | 1.07% |
| Hitachi Energy IndiaElectrical Equipment | 2.34% | 0.86% |
| Dixon Technologies (India)Consumer Durables | 2.84% | 0.83% |
| Pidilite IndustriesChemicals & Petrochemicals | 2.08% | 0.81% |
| Torrent PharmaceuticalsPharmaceuticals & Biotechnology | 2.25% | 0.81% |
| MaricoAgricultural Food & Other Products | 3.15% | 0.76% |
| National Aluminium CompanyNon - Ferrous Metals | 2.16% | 0.67% |
| Colgate Palmolive (India)Personal Products | 2.11% | 0.48% |
| Page IndustriesTextiles & Apparels | 1.94% | 0.42% |
| KPIT TechnologiesIT - Software | 0.64% | 0.22% |
| NBCC (India)Construction | 0.54% | 0.18% |
| CRISILFinance | 0.59% | 0.17% |
| Motherson Sumi Wiring IndiaAuto Components | 0.63% | 0.17% |
| Force MotorsAutomobiles | 0.65% | 0.16% |
| Castrol IndiaPetroleum Products | 0.72% | 0.15% |
| EmamiPersonal Products | 0.55% | 0.14% |
| Gillette IndiaPersonal Products | 0.49% | 0.11% |
Weighted overlap = Σ min(weight in fund A, weight in fund B) across shared stocks, from each fund's latest public monthly portfolio (as on May 2026). Equity holdings only, ISIN-verified. Not investment advice.