How much do Franklin India Large & Mid Cap Fund ^ and UTI Small Cap Fund overlap?

They share 12 common holdings, a weighted portfolio overlap of about 8.05% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.

What does 8.05% 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

Franklin India Large & Mid Cap Fund ^ vs UTI Small Cap Fund

Franklin Templeton MF · Large & Mid CapUTI MF · Small Cap· as on May 2026

Weighted portfolio overlap

8.05%

Low overlap

Common

Only Franklin

Only UTI

12 of 149 unique stocks in common · Jaccard: 8.1%

Common holdings

Stock	in Franklin	in UTI
Brigade EnterprisesRealty	1.28%	0.97%
Godrej AgrovetFood Products	1.42%	0.95%
Jubilant IngreviaChemicals & Petrochemicals	0.94%	1.65%
India Shelter Finance CorporationFinance	0.94%	1.34%
Crompton Greaves Consumer ElectricalsConsumer Durables	1.39%	0.93%
DelhiveryTransport Services	0.86%	1.54%
Info Edge (India)Retailing	1.69%	0.78%
Sona BLW Precision ForgingsAuto Components	1.15%	0.51%
Vishal Mega MartRetailing	2.19%	0.37%
Endurance TechnologiesAuto Components	1.68%	0.33%
Blue StarConsumer Durables	0.26%	0.74%
CoforgeIT - Software	1.10%	0.20%

FAQ

How much do Franklin India Large & Mid Cap Fund ^ and UTI Small Cap Fund overlap?: They share 12 common holdings, a weighted portfolio overlap of about 8.05% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.
What does 8.05% 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.