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16 of 64 unique stocks in common · Jaccard: 25%
A weighted portfolio overlap of 25.87% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹25.87 is allocated to the exact same companies at the same relative proportions. The schemes share 16 common holdings.
The largest overlapping asset in their portfolios is Bharti Airtel, which commands a weight of 9.86% in HDFC Nifty India Consumption Index Fund and 5.36% in UTI Nifty 50 Index 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 | 9.86% | 5.36% |
| Mahindra & MahindraAutomobiles | 8.58% | 2.71% |
| ITCDiversified FMCG | 7.66% | 2.42% |
| EternalRetailing | 6.18% | 1.95% |
| Titan CompanyConsumer Durables | 5.69% | 1.80% |
| Hindustan UnileverDiversified FMCG | 5.27% | 1.67% |
| Maruti Suzuki IndiaAutomobiles | 5.25% | 1.66% |
| Bajaj AutoAutomobiles | 3.61% | 1.14% |
| Asian PaintsConsumer Durables | 3.51% | 1.11% |
| InterGlobe AviationTransport Services | 3.31% | 1.05% |
| Nestle IndiaFood Products | 3.06% | 0.97% |
| Eicher MotorsAutomobiles | 3.05% | 0.96% |
| TrentRetailing | 2.83% | 0.89% |
| Apollo Hospitals EnterpriseHealthcare Services | 2.61% | 0.82% |
| Max Healthcare InstituteHealthcare Services | 2.31% | 0.73% |
| Tata Consumer ProductsAgricultural Food & Other Products | 1.99% | 0.63% |
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 Jul 2026). Equity holdings only, ISIN-verified. Not investment advice.