Loading…
13 of 107 unique stocks in common · Jaccard: 12.1%
A weighted portfolio overlap of 29.08% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹29.08 is allocated to the exact same companies at the same relative proportions. The schemes share 13 common holdings.
The largest overlapping asset in their portfolios is ICICI Bank, which commands a weight of 8.83% in HDFC Flexi Cap Fund and 6.18% in UTI - Flexi Cap Fund.. Holding both schemes increases your concentration in ICICI 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 HDFC | in UTI |
|---|---|---|
| ICICI BankBanks | 8.83% | 6.18% |
| HDFC BankBanks | 6.48% | 5.18% |
| Kotak Mahindra BankBanks | 3.43% | 3.59% |
| Bharti AirtelTelecom - Services | 2.96% | 3.44% |
| EternalRetailing | 2.73% | 5.70% |
| Eicher MotorsAutomobiles | 2.46% | 2.23% |
| Maruti Suzuki IndiaAutomobiles | 2.91% | 2.18% |
| Persistent SystemsIT - Software | 1.25% | 3.20% |
| Divi's LaboratoriesPharmaceuticals & Biotechnology | 1.18% | 1.28% |
| Dr. Lal Path LabsHealthcare Services | 0.66% | 1.85% |
| Havells IndiaConsumer Durables | 0.57% | 0.99% |
| Dixon Technologies (India)Consumer Durables | 0.36% | 3.15% |
| InfosysIT - Software | 1.32% | 0.17% |
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.