How much do Lic Mf Value Fund and UTI Value Fund overlap?

They share 12 common holdings, a weighted portfolio overlap of about 19.37% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.

What does 19.37% 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 Value Fund vs UTI Value Fund

LIC MF · ValueUTI MF · Value· as on May 2026

Weighted portfolio overlap

19.37%

Low overlap

Common

Only Lic

Only UTI

12 of 95 unique stocks in common · Jaccard: 12.6%

Common holdings

Stock	in Lic	in UTI
State Bank of IndiaBanks	3.34%	3.44%
Maruti Suzuki IndiaAutomobiles	2.67%	2.20%
HDFC BankBanks	2.17%	8.28%
Tech MahindraIT - Software	2.09%	2.60%
ICICI BankBanks	1.99%	5.84%
Mahindra & Mahindra Financial ServicesFinance	1.52%	1.47%
Sun Pharmaceutical IndustriesPharmaceuticals & Biotechnology	4.30%	1.46%
InfosysIT - Software	1.06%	3.39%
Bank of BarodaBanks	1.28%	0.95%
Hindustan AeronauticsAerospace & Defense	1.13%	0.93%
Axis BankBanks	0.87%	3.82%
Reliance IndustriesPetroleum Products	0.84%	2.75%

FAQ

How much do Lic Mf Value Fund and UTI Value Fund overlap?: They share 12 common holdings, a weighted portfolio overlap of about 19.37% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.
What does 19.37% 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.