How much do ICICI Prudential Balanced Advantage Fund and UTI - Hybrid Equity Fund overlap?

They share 22 common holdings, a weighted portfolio overlap of about 25.56% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 25.56% 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

ICICI Prudential Balanced Advantage Fund vs UTI - Hybrid Equity Fund

ICICI Pru MF · HybridUTI MF · Hybrid· as on May 2026

Weighted portfolio overlap

25.56%

Moderate overlap

Common

Only ICICI

Only UTI

22 of 140 unique stocks in common · Jaccard: 15.7%

Common holdings

Stock	in ICICI	in UTI
ICICI BankBanks	3.82%	5.24%
HDFC BankBanks	3.52%	7.08%
Reliance IndustriesPetroleum Products	3.02%	3.29%
InfosysIT - Software	2.83%	4.59%
Larsen & ToubroConstruction	2.42%	3.58%
State Bank of IndiaBanks	1.78%	1.72%
Axis BankBanks	1.67%	1.75%
Bharti AirtelTelecom - Services	1.28%	1.32%
HCL TechnologiesIT - Software	1.24%	2.36%
Interglobe AviationTransport Services	1.47%	1.09%
Mahindra & MahindraAutomobiles	0.70%	2.56%
The Phoenix MillsRealty	0.57%	0.85%
Tata SteelFerrous Metals	0.53%	0.92%
ICICI Lombard General Insurance CompanyInsurance	0.28%	0.67%
IndusInd BankBanks	0.26%	1.95%
ITCDiversified FMCG	0.22%	3.24%
Hindalco IndustriesNon - Ferrous Metals	0.16%	1.58%
MphasisIT - Software	0.11%	0.57%
Bajaj AutoAutomobiles	0.07%	0.83%
HDFC Asset Management CompanyCapital Markets	0.88%	0.03%
Life Insurance Corporation of IndiaInsurance	0.17%	0.01%
Sundaram FinanceFinance	0.01%	0.37%

FAQ

How much do ICICI Prudential Balanced Advantage Fund and UTI - Hybrid Equity Fund overlap?: They share 22 common holdings, a weighted portfolio overlap of about 25.56% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 25.56% 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.