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12 of 92 unique stocks in common · Jaccard: 13%
A weighted portfolio overlap of 17.14% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹17.14 is allocated to the exact same companies at the same relative proportions. The schemes share 12 common holdings.
The largest overlapping asset in their portfolios is Bharti Airtel, which commands a weight of 2.96% in HDFC Flexi Cap Fund and 6.51% in UTI - India Consumer Fund. Holding both schemes increases your concentration in Bharti Airtel 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 |
|---|---|---|
| Bharti AirtelTelecom - Services | 2.96% | 6.51% |
| Maruti Suzuki IndiaAutomobiles | 2.91% | 6.07% |
| EternalRetailing | 2.73% | 8.66% |
| Eicher MotorsAutomobiles | 2.46% | 4.50% |
| HDFC BankBanks | 6.48% | 1.62% |
| PB FintechFinancial Technology (Fintech) | 1.18% | 1.39% |
| United SpiritsBeverages | 0.72% | 1.18% |
| Vishal Mega MartRetailing | 0.70% | 1.33% |
| Aster DM HealthcareHealthcare Services | 0.64% | 0.78% |
| Havells IndiaConsumer Durables | 0.57% | 1.40% |
| Dixon Technologies (India)Consumer Durables | 0.36% | 1.50% |
| TVS Motor CompanyAutomobiles | 0.29% | 2.90% |
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.