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7 of 127 unique stocks in common · Jaccard: 5.5%
A weighted portfolio overlap of 13.27% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹13.27 is allocated to the exact same companies at the same relative proportions. The schemes share 7 common holdings.
The largest overlapping asset in their portfolios is Bharti Airtel, which commands a weight of 5.48% in Aditya Birla Sun Life Consumption Fund and 13.33% in UTI - Infrastructure Fund. Holding both schemes increases your concentration in Bharti Airtel 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 |
|---|---|---|
| Bharti AirtelTelecom - Services | 5.48% | 13.33% |
| Axis BankBanks | 2.25% | 2.73% |
| ICICI BankBanks | 3.70% | 2.02% |
| InterGlobe AviationTransport Services | 1.15% | 4.00% |
| Ultratech CementCement & Cement Products | 1.01% | 4.24% |
| 3M IndiaDiversified | 0.86% | 0.86% |
| Tata MotorsAgricultural, Commercial & Construction Vehicles | 0.84% | 0.51% |
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.