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16 of 105 unique stocks in common · Jaccard: 15.2%
A weighted portfolio overlap of 28.74% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹28.74 is allocated to the exact same companies at the same relative proportions. The schemes share 16 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 5.19% in UTI Nifty 50 ETF. 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% | 5.19% |
| ICICI BankBanks | 3.68% | 8.30% |
| Axis BankBanks | 2.71% | 3.41% |
| InfosysIT - Software | 2.70% | 3.76% |
| Kotak Mahindra BankBanks | 1.98% | 2.61% |
| Mahindra & MahindraAutomobiles | 1.80% | 2.52% |
| Reliance IndustriesPetroleum Products | 1.49% | 8.25% |
| HDFC BankBanks | 1.33% | 10.53% |
| EternalRetailing | 1.29% | 1.67% |
| Shriram FinanceFinance | 3.70% | 1.23% |
| Hindalco IndustriesNon - Ferrous Metals | 1.01% | 1.51% |
| Bajaj FinservFinance | 1.50% | 0.95% |
| Sun Pharmaceutical IndustriesPharmaceuticals & Biotechnology | 0.91% | 1.76% |
| Grasim IndustriesCement & Cement Products | 0.88% | 1.10% |
| Tech MahindraIT - Software | 1.43% | 0.87% |
| Tata Consumer ProductsAgricultural Food & Other Products | 1.63% | 0.71% |
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.