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20 of 209 unique stocks in common · Jaccard: 9.6%
A weighted portfolio overlap of 25.88% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹25.88 is allocated to the exact same companies at the same relative proportions. The schemes share 20 common holdings.
The largest overlapping asset in their portfolios is Infosys, which commands a weight of 3.35% in DSP Nifty500 Flexicap Quality 30 ETF 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 DSP | in UTI |
|---|---|---|
| InfosysIT - Software | 3.35% | 7.13% |
| Hindustan UnileverDiversified FMCG | 3.18% | 3.35% |
| Tata Consultancy ServicesIT - Software | 3.16% | 4.04% |
| HCL TechnologiesIT - Software | 3.36% | 2.19% |
| Asian PaintsConsumer Durables | 3.55% | 2.11% |
| Nestle IndiaFood Products | 3.24% | 1.78% |
| Tech MahindraIT - Software | 3.44% | 1.65% |
| Cummins IndiaIndustrial Products | 3.65% | 1.39% |
| Hero MotoCorpAutomobiles | 3.08% | 1.11% |
| Persistent SystemsIT - Software | 3.50% | 0.99% |
| CoforgeIT - Software | 3.72% | 0.87% |
| Dixon Technologies (India)Consumer Durables | 3.51% | 0.83% |
| MaricoAgricultural Food & Other Products | 3.32% | 0.76% |
| Tube Investments of IndiaAuto Components | 3.50% | 0.59% |
| APL Apollo TubesIndustrial Products | 3.12% | 0.58% |
| Colgate Palmolive (India)Personal Products | 3.19% | 0.48% |
| JB Chemicals & PharmaceuticalsPharmaceuticals & Biotechnology | 3.40% | 0.31% |
| Timken IndiaIndustrial Products | 3.52% | 0.23% |
| Amara Raja Energy & MobilityAuto Components | 3.32% | 0.19% |
| CyientIT - Services | 3.41% | 0.13% |
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.