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14 of 88 unique stocks in common · Jaccard: 15.9%
A weighted portfolio overlap of 20.24% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹20.24 is allocated to the exact same companies at the same relative proportions. The schemes share 14 common holdings.
The largest overlapping asset in their portfolios is Bharti Airtel, which commands a weight of 3.26% in Lic Mf Consumption Fund and 5.19% in UTI Nifty 50 ETF. 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 Lic | in UTI |
|---|---|---|
| Bharti AirtelTelecom - Services | 3.26% | 5.19% |
| Mahindra & MahindraAutomobiles | 2.79% | 2.52% |
| Axis BankBanks | 2.06% | 3.41% |
| Hindustan UnileverDiversified FMCG | 1.88% | 1.77% |
| EternalRetailing | 1.58% | 1.67% |
| Titan CompanyConsumer Durables | 1.59% | 1.55% |
| ITCDiversified FMCG | 1.41% | 2.56% |
| Ultratech CementCement & Cement Products | 1.77% | 1.26% |
| InterGlobe AviationTransport Services | 2.69% | 0.92% |
| Eicher MotorsAutomobiles | 1.80% | 0.91% |
| TrentRetailing | 1.74% | 0.87% |
| Apollo Hospitals EnterpriseHealthcare Services | 2.93% | 0.78% |
| Tata Motors Passenger VehiclesAutomobiles | 2.25% | 0.76% |
| HDFC Life Insurance CompanyInsurance | 1.57% | 0.59% |
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.