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

They share 22 common holdings, a weighted portfolio overlap of about 20.08% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 20.08% 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 Small Cap Fund ^ vs UTI Small Cap Fund

Franklin Templeton MF · Small CapUTI MF · Small Cap· as on May 2026

Weighted portfolio overlap

20.08%

Moderate overlap

Common

Only Franklin

Only UTI

22 of 167 unique stocks in common · Jaccard: 13.2%

Common holdings

Stock	in Franklin	in UTI
MTAR TechnologiesElectrical Equipment	2.23%	1.86%
Aster DM HealthcareHealthcare Services	1.80%	2.02%
Eris LifesciencesPharmaceuticals & Biotechnology	2.26%	1.54%
PNB Housing FinanceFinance	2.02%	1.14%
Metropolis HealthcareHealthcare Services	1.75%	1.12%
Jubilant IngreviaChemicals & Petrochemicals	1.12%	1.65%
Karur Vysya BankBanks	1.08%	2.55%
Ujjivan Small Finance BankBanks	1.02%	1.84%
V-Mart RetailRetailing	1.10%	0.98%
Brigade EnterprisesRealty	1.82%	0.97%
Crompton Greaves Consumer ElectricalsConsumer Durables	1.63%	0.93%
City Union BankBanks	0.88%	1.74%
DelhiveryTransport Services	0.87%	1.54%
Kajaria CeramicsConsumer Durables	2.22%	0.84%
Teamlease ServicesCommercial Services & Supplies	0.75%	0.74%
Whirlpool of IndiaConsumer Durables	0.94%	0.61%
ZF Commercial Vehicle Control Systems IndiaAuto Components	0.99%	0.52%
Sona BLW Precision ForgingsAuto Components	1.19%	0.51%
KPIT TechnologiesIT - Software	0.50%	0.96%
Ratnamani Metals & TubesIndustrial Products	0.46%	0.68%
Zensar TechnologiesIT - Software	1.49%	0.41%
Kirloskar Pneumatic CompanyIndustrial Products	1.02%	0.18%

FAQ

How much do Franklin India Small Cap Fund ^ and UTI Small Cap Fund overlap?: They share 22 common holdings, a weighted portfolio overlap of about 20.08% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 20.08% 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.