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18 of 73 unique stocks in common · Jaccard: 24.7%
A weighted portfolio overlap of 53.86% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹53.86 is allocated to the exact same companies at the same relative proportions. The schemes share 18 common holdings.
The largest overlapping asset in their portfolios is Bharti Airtel, which commands a weight of 11.63% in Nippon India ETF Nifty Infrastructure Bees and 13.33% in UTI - Infrastructure Fund. 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 Nippon | in UTI |
|---|---|---|
| Bharti AirtelTelecom - Services | 11.63% | 13.33% |
| Larsen & ToubroConstruction | 14.37% | 9.68% |
| Reliance IndustriesPetroleum Products | 19.12% | 7.39% |
| NTPCPower | 5.83% | 4.41% |
| Ultratech CementCement & Cement Products | 3.90% | 4.24% |
| Oil & Natural Gas CorporationOil | 3.73% | 3.76% |
| Adani Ports and Special Economic ZoneTransport Infrastructure | 3.29% | 4.55% |
| InterGlobe AviationTransport Services | 1.92% | 4.00% |
| Cummins IndiaIndustrial Products | 1.51% | 2.07% |
| Power Grid Corporation of IndiaPower | 4.65% | 1.10% |
| Shree CementCement & Cement Products | 1.11% | 0.99% |
| Bharat Petroleum CorporationPetroleum Products | 1.96% | 0.87% |
| Bharat ForgeAuto Components | 1.10% | 0.79% |
| Petronet LNGGas | 0.79% | 0.84% |
| SiemensElectrical Equipment | 1.76% | 0.59% |
| Container Corporation of IndiaTransport Services | 0.95% | 0.57% |
| DLFRealty | 1.94% | 0.50% |
| Hindustan Petroleum CorporationPetroleum Products | 1.07% | 0.20% |
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.