Loading fund overlap…
22 of 105 unique stocks in common · Jaccard: 21%
A weighted portfolio overlap of 37.69% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹37.69 is allocated to the exact same companies at the same relative proportions. The schemes share 22 common holdings.
The largest overlapping asset in their portfolios is Larsen & Toubro, which commands a weight of 7.17% in HDFC Infrastructure Fund and 9.68% in UTI - Infrastructure Fund. Holding both schemes increases your concentration in Larsen & Toubro 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 |
|---|---|---|
| Larsen & ToubroConstruction | 7.17% | 9.68% |
| NTPCPower | 3.80% | 4.41% |
| InterGlobe AviationTransport Services | 3.06% | 4.00% |
| Reliance IndustriesPetroleum Products | 2.82% | 7.39% |
| Adani Ports and Special Economic ZoneTransport Infrastructure | 2.79% | 4.55% |
| Bharti AirtelTelecom - Services | 2.14% | 13.33% |
| ICICI BankBanks | 4.44% | 2.02% |
| J.Kumar InfraprojectsConstruction | 2.94% | 1.68% |
| Axis BankBanks | 1.51% | 2.73% |
| Oil & Natural Gas CorporationOil | 1.44% | 3.76% |
| Hindustan AeronauticsAerospace & Defense | 1.35% | 2.06% |
| Power Grid Corporation of IndiaPower | 2.91% | 1.10% |
| Gujarat GasGas | 1.03% | 1.79% |
| Voltamp TransformersElectrical Equipment | 1.26% | 0.96% |
| TD Power SystemsElectrical Equipment | 2.89% | 0.86% |
| G R InfraprojectsConstruction | 2.14% | 0.84% |
| Ultratech CementCement & Cement Products | 0.82% | 4.24% |
| Bharat ElectronicsAerospace & Defense | 1.48% | 0.74% |
| Container Corporation of IndiaTransport Services | 1.07% | 0.57% |
| Adani PowerPower | 0.78% | 0.54% |
| Ashoka BuildconConstruction | 0.58% | 0.35% |
| Oberoi RealtyRealty | 0.36% | 0.10% |
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.