How much do ICICI Prudential Business Cycle Fund and UTI - Banking and Financial Services Fund overlap?

They share 8 common holdings, a weighted portfolio overlap of about 27.37% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 27.37% 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 Business Cycle Fund vs UTI - Banking and Financial Services Fund

ICICI Pru MF · Sectoral / ThematicUTI MF · Sectoral / Thematic· as on May 2026

Weighted portfolio overlap

27.37%

Moderate overlap

Common

Only ICICI

Only UTI

8 of 96 unique stocks in common · Jaccard: 8.3%

Common holdings

Stock	in ICICI	in UTI
HDFC BankBanks	9.24%	17.08%
ICICI BankBanks	7.17%	13.08%
Axis BankBanks	3.41%	7.87%
Kotak Mahindra BankBanks	3.30%	7.31%
HDFC Life Insurance CompanyInsurance	2.89%	1.73%
SBI Life Insurance CompanyInsurance	1.71%	3.78%
ICICI Lombard General Insurance CompanyInsurance	0.71%	2.01%
Bank of BarodaBanks	0.11%	1.60%

FAQ

How much do ICICI Prudential Business Cycle Fund and UTI - Banking and Financial Services Fund overlap?: They share 8 common holdings, a weighted portfolio overlap of about 27.37% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 27.37% 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.