How much do ICICI Prudential Retirement Fund - Pure Equity Plan and UTI - Retirement Benefit Pension Fund overlap?

They share 14 common holdings, a weighted portfolio overlap of about 16.07% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.

What does 16.07% 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 Retirement Fund - Pure Equity Plan vs UTI - Retirement Benefit Pension Fund

ICICI Pru MF · Solution-OrientedUTI MF · Solution-Oriented· as on May 2026

Weighted portfolio overlap

16.07%

Low overlap

Common

Only ICICI

Only UTI

14 of 141 unique stocks in common · Jaccard: 9.9%

Common holdings

Stock	in ICICI	in UTI
HDFC BankBanks	5.74%	3.75%
ICICI BankBanks	2.38%	2.73%
Larsen & ToubroConstruction	2.06%	1.99%
Reliance IndustriesPetroleum Products	4.14%	1.64%
Mahindra & MahindraAutomobiles	2.27%	1.40%
ITCDiversified FMCG	1.28%	1.76%
Bharti AirtelTelecom - Services	1.86%	0.77%
InfosysIT - Software	0.66%	2.40%
Interglobe AviationTransport Services	0.95%	0.55%
Bajaj AutoAutomobiles	1.07%	0.50%
The Phoenix MillsRealty	1.48%	0.44%
Nippon Life India Asset ManagementCapital Markets	0.70%	0.37%
IndusInd BankBanks	0.24%	0.94%
Crompton Greaves Consumer ElectricalsConsumer Durables	0.12%	0.10%

FAQ

How much do ICICI Prudential Retirement Fund - Pure Equity Plan and UTI - Retirement Benefit Pension Fund overlap?: They share 14 common holdings, a weighted portfolio overlap of about 16.07% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.
What does 16.07% 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.