How much do Nippon India Quant Fund and UTI - Large Cap Fund overlap?

They share 17 common holdings, a weighted portfolio overlap of about 39.88% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 39.88% 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 Quant Fund vs UTI - Large Cap Fund

Nippon India MF · Smart-Beta / FactorUTI MF · Large Cap· as on May 2026

Weighted portfolio overlap

39.88%

Moderate overlap

Common

Only Nippon

Only UTI

17 of 76 unique stocks in common · Jaccard: 22.4%

Common holdings

Stock	in Nippon	in UTI
HDFC BankBanks	7.48%	9.15%
ICICI BankBanks	7.19%	8.22%
Larsen & ToubroConstruction	4.62%	4.15%
Reliance IndustriesPetroleum Products	4.10%	5.35%
EternalRetailing	2.15%	2.80%
InfosysIT - Software	1.80%	4.90%
Hindustan AeronauticsAerospace & Defense	3.75%	1.68%
Tata Consultancy ServicesIT - Software	4.06%	1.42%
State Bank of IndiaBanks	3.15%	1.41%
Tata Motors Passenger VehiclesAutomobiles	4.16%	1.35%
Bajaj AutoAutomobiles	3.27%	1.18%
ITCDiversified FMCG	3.63%	1.17%
Oil & Natural Gas CorporationOil	1.80%	1.17%
Coal IndiaConsumable Fuels	2.67%	1.07%
IndusInd BankBanks	2.30%	0.94%
LupinPharmaceuticals & Biotechnology	2.22%	0.84%
DLFRealty	2.12%	0.78%

FAQ

How much do Nippon India Quant Fund and UTI - Large Cap Fund overlap?: They share 17 common holdings, a weighted portfolio overlap of about 39.88% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 39.88% 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.