Loading fund overlap…
59 of 849 unique stocks in common · Jaccard: 6.9%
A weighted portfolio overlap of 42.96% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹42.96 is allocated to the exact same companies at the same relative proportions. The schemes share 59 common holdings.
The largest overlapping asset in their portfolios is HDFC Bank, which commands a weight of 5.87% in Back to Index and 7.68% in UTI Children's Equity Fund. Holding both schemes increases your concentration in HDFC Bank 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 |
|---|---|---|
| HDFC BankBanks | 5.87% | 7.68% |
| ICICI BankBanks | 4.51% | 6.90% |
| Reliance IndustriesPetroleum Products | 4.83% | 4.27% |
| Bharti AirtelTelecom - Services | 2.68% | 4.46% |
| InfosysIT - Software | 2.06% | 3.65% |
| State Bank of IndiaBanks | 2.21% | 1.86% |
| Axis BankBanks | 1.81% | 4.01% |
| Larsen & ToubroConstruction | 2.34% | 1.80% |
| Kotak Mahindra BankBanks | 1.41% | 2.28% |
| Bajaj FinanceFinance | 1.25% | 3.66% |
| Tata Consultancy ServicesIT - Software | 1.25% | 1.05% |
| NTPCPower | 0.95% | 1.42% |
| EternalRetailing | 0.88% | 2.00% |
| Maruti Suzuki IndiaAutomobiles | 0.88% | 2.92% |
| Tata SteelFerrous Metals | 0.87% | 3.40% |
| Titan CompanyConsumer Durables | 0.89% | 0.84% |
| Bharat ElectronicsAerospace & Defense | 0.77% | 0.74% |
| Power Grid Corporation of IndiaPower | 0.72% | 0.83% |
| Asian PaintsConsumer Durables | 0.55% | 0.72% |
| Coal IndiaConsumable Fuels | 0.55% | 0.66% |
| Nestle IndiaFood Products | 0.52% | 1.52% |
| Eicher MotorsAutomobiles | 0.49% | 0.96% |
| Tech MahindraIT - Software | 0.47% | 1.99% |
| Tata Consumer ProductsAgricultural Food & Other Products | 0.37% | 1.13% |
| Avenue SupermartsRetailing | 0.34% | 1.41% |
| Cholamandalam Investment and Finance CompanyFinance | 0.33% | 0.98% |
| Hero MotoCorpAutomobiles | 0.33% | 0.46% |
| HDFC Life Insurance CompanyInsurance | 0.32% | 0.96% |
| Oil & Natural Gas CorporationOil | 0.58% | 0.31% |
| PB FintechFinancial Technology (Fintech) | 0.28% | 0.69% |
| Samvardhana Motherson InternationalAuto Components | 0.27% | 1.15% |
| Godrej Consumer ProductsPersonal Products | 0.21% | 0.84% |
| ICICI Lombard General Insurance CompanyInsurance | 0.21% | 1.55% |
| MaricoAgricultural Food & Other Products | 0.21% | 0.30% |
| Polycab IndiaIndustrial Products | 0.21% | 1.87% |
| CoforgeIT - Software | 0.20% | 0.85% |
| LTIMindtreeIT - Software | 0.20% | 1.28% |
| TrentRetailing | 0.46% | 0.20% |
| SwiggyRetailing | 0.19% | 0.69% |
| Bharat Petroleum CorporationPetroleum Products | 0.29% | 0.18% |
| Havells IndiaConsumer Durables | 0.16% | 0.58% |
| Shree CementCement & Cement Products | 0.16% | 1.56% |
| The Phoenix MillsRealty | 0.16% | 1.62% |
| PI IndustriesFertilizers & Agrochemicals | 0.12% | 0.66% |
| Blue StarConsumer Durables | 0.11% | 0.50% |
| Oberoi RealtyRealty | 0.10% | 0.87% |
| Aster DM HealthcareHealthcare Services | 0.09% | 1.49% |
| AstralIndustrial Products | 0.09% | 0.95% |
| Container Corporation of IndiaTransport Services | 0.09% | 0.32% |
| Crompton Greaves Consumer ElectricalsConsumer Durables | 0.09% | 1.46% |
| Jubilant FoodworksLeisure Services | 0.09% | 1.46% |
| Ajanta PharmaPharmaceuticals & Biotechnology | 0.06% | 1.84% |
| Dr. Lal Path LabsHealthcare Services | 0.05% | 0.85% |
| Global HealthHealthcare Services | 0.05% | 0.70% |
| Kajaria CeramicsConsumer Durables | 0.05% | 0.79% |
| Syngene InternationalHealthcare Services | 0.04% | 0.71% |
| Gujarat GasGas | 0.03% | 0.60% |
| Metro BrandsConsumer Durables | 0.02% | 0.85% |
| Tips MusicEntertainment | 0.01% | 0.42% |
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.