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49 of 504 unique stocks in common · Jaccard: 9.7%
A weighted portfolio overlap of 13.55% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹13.55 is allocated to the exact same companies at the same relative proportions. The schemes share 49 common holdings.
The largest overlapping asset in their portfolios is State Bank of India, which commands a weight of 2.29% in Back to Index and 4.60% in UTI Nifty 500 Value 50 Index Fund. Holding both schemes increases your concentration in State Bank of India 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 Back | in UTI |
|---|---|---|
| State Bank of IndiaBanks | 2.29% | 4.60% |
| NTPCPower | 0.98% | 5.50% |
| Tata SteelFerrous Metals | 0.90% | 5.66% |
| Hindalco IndustriesNon - Ferrous Metals | 0.77% | 5.94% |
| Power Grid Corporation of IndiaPower | 0.74% | 5.04% |
| Oil & Natural Gas CorporationOil | 0.60% | 5.21% |
| Coal IndiaConsumable Fuels | 0.56% | 5.24% |
| Grasim IndustriesCement & Cement Products | 0.55% | 5.10% |
| Tata Motors Passenger VehiclesAutomobiles | 0.37% | 5.06% |
| The Federal BankBanks | 0.36% | 1.38% |
| Power Finance CorporationFinance | 0.34% | 3.13% |
| Bharat Petroleum CorporationPetroleum Products | 0.31% | 3.13% |
| IndusInd BankBanks | 0.31% | 1.75% |
| Indian Oil CorporationPetroleum Products | 0.27% | 3.11% |
| Bank of BarodaBanks | 0.25% | 1.82% |
| VedantaDiversified Metals | 0.24% | 2.70% |
| Canara BankBanks | 0.23% | 1.49% |
| GAIL (India)Gas | 0.23% | 1.82% |
| RECFinance | 0.23% | 1.75% |
| Hindustan Petroleum CorporationPetroleum Products | 0.19% | 2.28% |
| Punjab National BankBanks | 0.19% | 1.24% |
| UPLFertilizers & Agrochemicals | 0.19% | 1.33% |
| National Aluminium CompanyNon - Ferrous Metals | 0.18% | 2.02% |
| Union Bank of IndiaBanks | 0.17% | 1.26% |
| Indian BankBanks | 0.16% | 0.73% |
| NMDCMinerals & Mining | 0.16% | 1.65% |
| Karur Vysya BankBanks | 0.14% | 0.72% |
| Oil IndiaOil | 0.14% | 0.95% |
| Steel Authority of IndiaFerrous Metals | 0.14% | 1.92% |
| Petronet LNGGas | 0.11% | 0.78% |
| RBL BankBanks | 0.10% | 0.50% |
| Aster DM HealthcareHealthcare Services | 0.09% | 1.89% |
| Bandhan BankBanks | 0.09% | 0.59% |
| Bank of IndiaBanks | 0.09% | 0.63% |
| LIC Housing FinanceFinance | 0.09% | 0.62% |
| Bank of MaharashtraBanks | 0.08% | 0.46% |
| Cholamandalam Financial HoldingsFinance | 0.08% | 0.43% |
| Manappuram FinanceFinance | 0.08% | 0.36% |
| The Great Eastern Shipping CompanyTransport Services | 0.08% | 0.93% |
| RedingtonCommercial Services & Supplies | 0.07% | 1.27% |
| Tata ChemicalsChemicals & Petrochemicals | 0.07% | 0.58% |
| CESCPower | 0.06% | 0.60% |
| Sammaan CapitalFinance | 0.06% | 0.36% |
| IRB Infrastructure DevelopersConstruction | 0.04% | 0.54% |
| Reliance PowerPower | 0.04% | 0.44% |
| Zee Entertainment EnterprisesEntertainment | 0.04% | 0.52% |
| Chambal Fertilizers & ChemicalsFertilizers & Agrochemicals | 0.03% | 0.36% |
| Mahanagar GasGas | 0.03% | 0.19% |
| NCCConstruction | 0.03% | 0.41% |
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.