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12 of 98 unique stocks in common · Jaccard: 12.2%
A weighted portfolio overlap of 16.7% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹16.7 is allocated to the exact same companies at the same relative proportions. The schemes share 12 common holdings.
The largest overlapping asset in their portfolios is Bharti Airtel, which commands a weight of 5.22% in Aditya Birla Sun Life Special Opportunities Fund and 6.51% in UTI - India Consumer 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 | 5.22% | 6.51% |
| Mahindra & MahindraAutomobiles | 1.80% | 9.11% |
| Tata Consumer ProductsAgricultural Food & Other Products | 1.63% | 2.75% |
| HDFC BankBanks | 1.33% | 1.62% |
| EternalRetailing | 1.29% | 8.66% |
| Vishal Mega MartRetailing | 1.24% | 1.33% |
| Bikaji Foods InternationalFood Products | 1.59% | 1.06% |
| United SpiritsBeverages | 0.96% | 1.18% |
| Varun BeveragesBeverages | 0.91% | 1.71% |
| LG Electronics IndiaConsumer Durables | 0.83% | 0.71% |
| Hero MotoCorpAutomobiles | 0.49% | 2.24% |
| Jubilant FoodworksLeisure Services | 0.05% | 1.64% |
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.