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19 of 81 unique stocks in common · Jaccard: 23.5%
A weighted portfolio overlap of 27.15% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹27.15 is allocated to the exact same companies at the same relative proportions. The schemes share 19 common holdings.
The largest overlapping asset in their portfolios is Bharti Airtel, which commands a weight of 4.62% in Nippon India Nifty 500 Low Volatility 50 Index Fund and 5.00% in UTI Nifty 50 Index 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 | 4.62% | 5.00% |
| State Bank of IndiaBanks | 5.16% | 3.98% |
| Tata Consultancy ServicesIT - Software | 5.39% | 2.22% |
| Sun Pharmaceutical IndustriesPharmaceuticals & Biotechnology | 5.05% | 1.91% |
| Maruti Suzuki IndiaAutomobiles | 4.37% | 1.60% |
| NTPCPower | 4.65% | 1.41% |
| Ultratech CementCement & Cement Products | 3.92% | 1.23% |
| Bajaj AutoAutomobiles | 4.01% | 1.22% |
| Asian PaintsConsumer Durables | 3.08% | 1.09% |
| Power Grid Corporation of IndiaPower | 4.28% | 1.08% |
| Eicher MotorsAutomobiles | 2.15% | 0.99% |
| Tech MahindraIT - Software | 1.98% | 0.94% |
| Coal IndiaConsumable Fuels | 2.78% | 0.87% |
| Apollo Hospitals EnterpriseHealthcare Services | 3.56% | 0.83% |
| Oil & Natural Gas CorporationOil | 2.51% | 0.82% |
| CiplaPharmaceuticals & Biotechnology | 2.58% | 0.72% |
| Dr. Reddy's LaboratoriesPharmaceuticals & Biotechnology | 2.02% | 0.64% |
| HDFC Life Insurance CompanyInsurance | 1.89% | 0.53% |
| WiproIT - Software | 1.15% | 0.45% |
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 Aug 2026). Equity holdings only, ISIN-verified. Not investment advice.