How much do Lic Mf Banking And Financial Services Fund and UTI - Banking and Financial Services Fund overlap?

They share 14 common holdings, a weighted portfolio overlap of about 52.7% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 52.7% 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

Lic Mf Banking And Financial Services Fund vs UTI - Banking and Financial Services Fund

LIC MF · Sectoral / ThematicUTI MF · Sectoral / Thematic· as on May 2026

Weighted portfolio overlap

52.7%

Moderate overlap

Common

Only Lic

Only UTI

14 of 40 unique stocks in common · Jaccard: 35%

Common holdings

Stock	in Lic	in UTI
ICICI BankBanks	12.94%	13.08%
HDFC BankBanks	10.60%	17.08%
Axis BankBanks	10.25%	7.87%
Kotak Mahindra BankBanks	5.78%	7.31%
Bajaj FinanceFinance	4.37%	7.69%
SBI Life Insurance CompanyInsurance	2.04%	3.78%
Max Financial ServicesInsurance	2.10%	1.95%
Ujjivan Small Finance BankBanks	1.91%	2.79%
Shriram FinanceFinance	1.76%	5.43%
Multi Commodity Exchange of IndiaCapital Markets	1.40%	1.81%
IndusInd BankBanks	2.05%	0.81%
Aditya Birla CapitalFinance	2.08%	0.54%
Karur Vysya BankBanks	3.03%	0.41%
PB FintechFinancial Technology (Fintech)	2.26%	0.32%

FAQ

How much do Lic Mf Banking And Financial Services Fund and UTI - Banking and Financial Services Fund overlap?: They share 14 common holdings, a weighted portfolio overlap of about 52.7% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 52.7% 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.