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16 of 104 unique stocks in common · Jaccard: 15.4%
A weighted portfolio overlap of 20.63% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹20.63 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 4.34% in ICICI Prudential Large Cap Fund and 6.51% in UTI - India Consumer 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 ICICI | in UTI |
|---|---|---|
| Bharti AirtelTelecom - Services | 4.34% | 6.51% |
| Maruti Suzuki IndiaAutomobiles | 3.55% | 6.07% |
| Mahindra & MahindraAutomobiles | 2.34% | 9.11% |
| HDFC BankBanks | 8.46% | 1.62% |
| Hero MotoCorpAutomobiles | 1.59% | 2.24% |
| United SpiritsBeverages | 0.97% | 1.18% |
| ITCDiversified FMCG | 0.94% | 3.17% |
| Avenue SupermartsRetailing | 0.92% | 2.75% |
| Hindustan UnileverDiversified FMCG | 0.83% | 2.50% |
| TrentRetailing | 0.68% | 4.33% |
| Eicher MotorsAutomobiles | 0.62% | 4.50% |
| EternalRetailing | 0.54% | 8.66% |
| Info Edge (India)Retailing | 0.51% | 1.52% |
| TVS Motor CompanyAutomobiles | 0.49% | 2.90% |
| Titan CompanyConsumer Durables | 0.43% | 6.77% |
| Havells IndiaConsumer Durables | 0.28% | 1.40% |
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.