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50 of 730 unique stocks in common · Jaccard: 6.8%
A weighted portfolio overlap of 10.89% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹10.89 is allocated to the exact same companies at the same relative proportions. The schemes share 50 common holdings.
The largest overlapping asset in their portfolios is Infosys, which commands a weight of 2.57% in IB18-Groww Nifty Total Market Index Fund and 2.34% in UTI - MNC Fund. Holding both schemes increases your concentration in Infosys 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 IB18-Groww | in UTI |
|---|---|---|
| InfosysIT - Software | 2.57% | 2.34% |
| Tata Consultancy ServicesIT - Software | 1.51% | 1.86% |
| Hindustan UnileverDiversified FMCG | 1.05% | 5.30% |
| Maruti Suzuki IndiaAutomobiles | 1.02% | 8.52% |
| Nestle IndiaFood Products | 0.44% | 5.57% |
| VedantaDiversified Metals | 0.40% | 0.53% |
| Britannia IndustriesFood Products | 0.33% | 2.66% |
| CoforgeIT - Software | 0.29% | 1.20% |
| Cummins IndiaIndustrial Products | 0.28% | 1.43% |
| LTIMindtreeIT - Software | 0.25% | 0.91% |
| Samvardhana Motherson InternationalAuto Components | 0.23% | 1.30% |
| SRFChemicals & Petrochemicals | 0.20% | 1.01% |
| United SpiritsBeverages | 0.20% | 4.19% |
| Hyundai Motor IndiaAutomobiles | 0.17% | 2.50% |
| BoschAuto Components | 0.16% | 1.65% |
| Aurobindo PharmaPharmaceuticals & Biotechnology | 0.15% | 1.32% |
| MphasisIT - Software | 0.15% | 0.42% |
| Siemens Energy IndiaElectrical Equipment | 0.14% | 1.13% |
| SiemensElectrical Equipment | 0.13% | 1.79% |
| Tata CommunicationsTelecom - Services | 0.11% | 1.28% |
| Navin Fluorine InternationalChemicals & Petrochemicals | 0.10% | 1.42% |
| Oracle Financial Services SoftwareIT - Software | 0.10% | 2.10% |
| Balkrishna IndustriesAuto Components | 0.09% | 0.98% |
| Schaeffler IndiaAuto Components | 0.08% | 1.69% |
| Nippon Life India Asset ManagementCapital Markets | 0.07% | 0.71% |
| Gland PharmaPharmaceuticals & Biotechnology | 0.07% | 3.56% |
| Abbott IndiaPharmaceuticals & Biotechnology | 0.07% | 2.03% |
| Procter & Gamble Hygiene and Health CarePersonal Products | 0.06% | 2.46% |
| Escorts KubotaAgricultural, Commercial & Construction Vehicles | 0.06% | 0.51% |
| Affle 3iIT - Services | 0.06% | 1.82% |
| CRISILFinance | 0.06% | 2.68% |
| Motherson Sumi Wiring IndiaAuto Components | 0.06% | 0.94% |
| Timken IndiaIndustrial Products | 0.05% | 1.02% |
| Cohance LifesciencesPharmaceuticals & Biotechnology | 0.05% | 0.62% |
| Whirlpool of IndiaConsumer Durables | 0.04% | 1.09% |
| 3M IndiaDiversified | 0.04% | 1.29% |
| PfizerPharmaceuticals & Biotechnology | 0.04% | 1.08% |
| Gillette IndiaPersonal Products | 0.04% | 0.59% |
| SKF India (Industrial)Industrial Products | 0.03% | 0.67% |
| Astrazeneca Pharma IndiaPharmaceuticals & Biotechnology | 0.03% | 0.68% |
| CIE Automotive IndiaAuto Components | 0.03% | 1.69% |
| SKF IndiaAuto Components | 0.02% | 0.50% |
| Sanofi Consumer HealthcarePharmaceuticals & Biotechnology | 0.02% | 0.43% |
| JSW DuluxConsumer Durables | 0.01% | 1.41% |
| RHI Magnesita IndiaIndustrial Products | 0.01% | 1.17% |
| Thomas Cook (India)Leisure Services | 0.01% | 0.21% |
| Clean Science and TechnologyChemicals & Petrochemicals | 0.01% | 0.25% |
| Gulf Oil Lubricants IndiaPetroleum Products | 0.01% | 1.16% |
| Teamlease ServicesCommercial Services & Supplies | 0.01% | 0.70% |
| Advanced Enzyme TechnologiesPharmaceuticals & Biotechnology | 0.01% | 1.41% |
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.