How much do IB01-Groww Large Cap Fund and UTI - Large Cap Fund overlap?

They share 18 common holdings, a weighted portfolio overlap of about 51.57% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 51.57% 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

IB01-Groww Large Cap Fund vs UTI - Large Cap Fund

Groww MF · Large CapUTI MF · Large Cap· as on May 2026

Weighted portfolio overlap

51.57%

Moderate overlap

Common

Only IB01-Groww

Only UTI

18 of 76 unique stocks in common · Jaccard: 23.7%

Common holdings

Stock	in IB01-Groww	in UTI
HDFC BankBanks	9.16%	9.15%
ICICI BankBanks	8.83%	8.22%
Reliance IndustriesPetroleum Products	6.96%	5.35%
Larsen & ToubroConstruction	7.11%	4.15%
Bharti AirtelTelecom - Services	4.88%	4.11%
Bajaj FinanceFinance	3.85%	3.91%
Axis BankBanks	2.48%	2.59%
Mahindra & MahindraAutomobiles	1.82%	1.74%
InfosysIT - Software	1.68%	4.90%
Maruti Suzuki IndiaAutomobiles	3.91%	1.63%
Ultratech CementCement & Cement Products	1.48%	2.05%
EternalRetailing	1.45%	2.80%
State Bank of IndiaBanks	5.02%	1.41%
Avenue SupermartsRetailing	1.88%	1.39%
Tata SteelFerrous Metals	2.56%	1.11%
Titan CompanyConsumer Durables	1.06%	1.34%
SBI Life Insurance CompanyInsurance	2.92%	0.89%
HCL TechnologiesIT - Software	1.50%	0.41%

FAQ

How much do IB01-Groww Large Cap Fund and UTI - Large Cap Fund overlap?: They share 18 common holdings, a weighted portfolio overlap of about 51.57% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 51.57% 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.