Loading fund overlap…
22 of 248 unique stocks in common · Jaccard: 8.9%
A weighted portfolio overlap of 13.78% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹13.78 is allocated to the exact same companies at the same relative proportions. The schemes share 22 common holdings.
The largest overlapping asset in their portfolios is Infosys, which commands a weight of 3.55% in Aditya Birla Sun Life Value Fund and 7.13% in UTI Nifty500 Shariah Index Fund. Holding both schemes increases your concentration in Infosys 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 |
|---|---|---|
| InfosysIT - Software | 3.55% | 7.13% |
| Tech MahindraIT - Software | 3.02% | 1.65% |
| Bharat Heavy ElectricalsElectrical Equipment | 2.05% | 1.07% |
| Hero MotoCorpAutomobiles | 1.00% | 1.11% |
| Torrent PharmaceuticalsPharmaceuticals & Biotechnology | 0.80% | 0.81% |
| Jindal SteelFerrous Metals | 1.96% | 0.78% |
| LTIMindtreeIT - Software | 1.68% | 0.66% |
| SwiggyRetailing | 2.24% | 0.62% |
| Tube Investments of IndiaAuto Components | 1.64% | 0.59% |
| MphasisIT - Software | 0.94% | 0.53% |
| Sun Pharmaceutical IndustriesPharmaceuticals & Biotechnology | 0.48% | 3.34% |
| AstralIndustrial Products | 1.06% | 0.34% |
| Welspun CorpIndustrial Products | 3.61% | 0.32% |
| Kalpataru Projects InternationalConstruction | 1.69% | 0.26% |
| Carborundum UniversalIndustrial Products | 0.90% | 0.21% |
| Granules IndiaPharmaceuticals & Biotechnology | 1.54% | 0.20% |
| Anant RajRealty | 0.67% | 0.14% |
| EmamiPersonal Products | 0.32% | 0.14% |
| CyientIT - Services | 0.82% | 0.13% |
| Mahanagar GasGas | 0.90% | 0.11% |
| SobhaRealty | 1.14% | 0.11% |
| Sonata SoftwareIT - Software | 0.90% | 0.09% |
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.