Loading fund overlap…
15 of 92 unique stocks in common · Jaccard: 16.3%
A weighted portfolio overlap of 22.96% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹22.96 is allocated to the exact same companies at the same relative proportions. The schemes share 15 common holdings.
The largest overlapping asset in their portfolios is Larsen & Toubro, which commands a weight of 3.97% in Lic Mf Infrastructure Fund and 4.42% in UTI Nifty 50 ETF. Holding both schemes increases your concentration in Larsen & Toubro 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 |
|---|---|---|
| Larsen & ToubroConstruction | 3.97% | 4.42% |
| Bharti AirtelTelecom - Services | 2.62% | 5.19% |
| Mahindra & MahindraAutomobiles | 1.88% | 2.52% |
| ICICI BankBanks | 1.79% | 8.30% |
| NTPCPower | 2.49% | 1.70% |
| Maruti Suzuki IndiaAutomobiles | 2.47% | 1.59% |
| Tata SteelFerrous Metals | 1.89% | 1.59% |
| Ultratech CementCement & Cement Products | 1.75% | 1.26% |
| Grasim IndustriesCement & Cement Products | 2.12% | 1.10% |
| Bharat ElectronicsAerospace & Defense | 1.06% | 1.36% |
| Hindalco IndustriesNon - Ferrous Metals | 1.00% | 1.51% |
| JSW SteelFerrous Metals | 0.94% | 1.11% |
| InterGlobe AviationTransport Services | 1.99% | 0.92% |
| Apollo Hospitals EnterpriseHealthcare Services | 1.89% | 0.78% |
| Tata Motors Passenger VehiclesAutomobiles | 3.52% | 0.76% |
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.