How much do Aditya Birla Sun Life Value Fund and UTI Value Fund overlap?

They share 19 common holdings, a weighted portfolio overlap of about 30.44% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 30.44% overlap mean?

Weighted overlap sums the smaller of the two weights for each shared stock, so it approximates how much of the two portfolios coincide. Higher overlap means holding both funds adds less diversification.

Fund overlap

Aditya Birla Sun Life Value Fund vs UTI Value Fund

Aditya Birla SL MF · ValueUTI MF · Value· as on May 2026

Weighted portfolio overlap

30.44%

Moderate overlap

Common

Only Aditya

Only UTI

19 of 110 unique stocks in common · Jaccard: 17.3%

Common holdings

Stock	in Aditya	in UTI
InfosysIT - Software	3.55%	3.39%
HDFC BankBanks	3.20%	8.28%
Axis BankBanks	2.98%	3.82%
State Bank of IndiaBanks	2.94%	3.44%
ICICI BankBanks	2.91%	5.84%
Reliance IndustriesPetroleum Products	3.56%	2.75%
Tech MahindraIT - Software	3.02%	2.60%
Kotak Mahindra BankBanks	1.56%	3.73%
HDFC Life Insurance CompanyInsurance	1.29%	1.03%
Tube Investments of IndiaAuto Components	1.64%	0.95%
MphasisIT - Software	0.94%	1.72%
Mahanagar GasGas	0.90%	0.97%
Bharat ElectronicsAerospace & Defense	0.85%	1.11%
PI IndustriesFertilizers & Agrochemicals	0.81%	0.75%
The Federal BankBanks	0.72%	1.25%
SwiggyRetailing	2.24%	0.72%
Sun Pharmaceutical IndustriesPharmaceuticals & Biotechnology	0.48%	1.46%
DLFRealty	0.46%	0.96%
EmamiPersonal Products	0.32%	0.81%

FAQ

How much do Aditya Birla Sun Life Value Fund and UTI Value Fund overlap?: They share 19 common holdings, a weighted portfolio overlap of about 30.44% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 30.44% overlap mean?: Weighted overlap sums the smaller of the two weights for each shared stock, so it approximates how much of the two portfolios coincide. Higher overlap means holding both funds adds less diversification.

Related comparisons

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.