How much do Nippon India Banking & Financial Services Fund and UTI - Banking and Financial Services Fund overlap?

They share 10 common holdings, a weighted portfolio overlap of about 55.28% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 55.28% 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

Nippon India Banking & Financial Services Fund vs UTI - Banking and Financial Services Fund

Nippon India MF · Sectoral / ThematicUTI MF · Sectoral / Thematic· as on May 2026

Weighted portfolio overlap

55.28%

Moderate overlap

Common

Only Nippon

Only UTI

10 of 44 unique stocks in common · Jaccard: 22.7%

Common holdings

Stock	in Nippon	in UTI
HDFC BankBanks	18.28%	17.08%
ICICI BankBanks	16.43%	13.08%
Axis BankBanks	9.34%	7.87%
State Bank of IndiaBanks	6.20%	8.98%
SBI Life Insurance CompanyInsurance	3.67%	3.78%
Bajaj FinservFinance	1.96%	3.27%
Max Financial ServicesInsurance	2.39%	1.95%
ICICI Lombard General Insurance CompanyInsurance	1.67%	2.01%
KFin TechnologiesCapital Markets	1.34%	0.99%
IndusInd BankBanks	3.36%	0.81%

FAQ

How much do Nippon India Banking & Financial Services Fund and UTI - Banking and Financial Services Fund overlap?: They share 10 common holdings, a weighted portfolio overlap of about 55.28% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 55.28% 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.