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33 of 259 unique stocks in common · Jaccard: 12.7%
A weighted portfolio overlap of 28.58% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹28.58 is allocated to the exact same companies at the same relative proportions. The schemes share 33 common holdings.
The largest overlapping asset in their portfolios is Infosys, which commands a weight of 2.94% in Franklin India Multi-Factor Fund 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 Franklin | in UTI |
|---|---|---|
| InfosysIT - Software | 2.94% | 7.13% |
| Nestle IndiaFood Products | 1.52% | 1.78% |
| Sun Pharmaceutical IndustriesPharmaceuticals & Biotechnology | 1.42% | 3.34% |
| Cummins IndiaIndustrial Products | 1.59% | 1.39% |
| Tata Consultancy ServicesIT - Software | 1.35% | 4.04% |
| Tata Motors Passenger VehiclesAutomobiles | 1.30% | 1.44% |
| HCL TechnologiesIT - Software | 1.29% | 2.19% |
| Hindalco IndustriesNon - Ferrous Metals | 1.23% | 2.86% |
| Samvardhana Motherson InternationalAuto Components | 1.19% | 1.13% |
| Hero MotoCorpAutomobiles | 1.23% | 1.11% |
| Britannia IndustriesFood Products | 1.19% | 1.07% |
| GE Vernova T&D IndiaElectrical Equipment | 1.06% | 1.12% |
| Indus TowersTelecom - Services | 1.12% | 1.00% |
| Dr. Reddy's LaboratoriesPharmaceuticals & Biotechnology | 0.98% | 1.39% |
| LupinPharmaceuticals & Biotechnology | 0.99% | 0.96% |
| Oil & Natural Gas CorporationOil | 0.93% | 1.80% |
| Hitachi Energy IndiaElectrical Equipment | 1.21% | 0.86% |
| Pidilite IndustriesChemicals & Petrochemicals | 1.01% | 0.81% |
| Aurobindo PharmaPharmaceuticals & Biotechnology | 0.81% | 0.70% |
| National Aluminium CompanyNon - Ferrous Metals | 0.63% | 0.67% |
| Asian PaintsConsumer Durables | 0.60% | 2.11% |
| Polycab IndiaIndustrial Products | 0.56% | 0.88% |
| Ultratech CementCement & Cement Products | 0.54% | 2.38% |
| Steel Authority of IndiaFerrous Metals | 0.50% | 0.52% |
| Fortis HealthcareHealthcare Services | 0.49% | 0.85% |
| Glenmark PharmaceuticalsPharmaceuticals & Biotechnology | 0.45% | 0.60% |
| MRFAuto Components | 0.65% | 0.44% |
| Hindustan UnileverDiversified FMCG | 0.38% | 3.35% |
| Coromandel InternationalFertilizers & Agrochemicals | 0.76% | 0.36% |
| Bharat Petroleum CorporationPetroleum Products | 0.21% | 1.06% |
| Force MotorsAutomobiles | 0.27% | 0.16% |
| R R KabelIndustrial Products | 0.33% | 0.12% |
| Chennai Petroleum CorporationPetroleum Products | 0.23% | 0.09% |
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.