How much do Nippon India Retirement Fund - Wealth Creation Scheme and UTI Children's Hybrid Fund overlap?

They share 16 common holdings, a weighted portfolio overlap of about 15.63% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.

What does 15.63% 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 Retirement Fund - Wealth Creation Scheme vs UTI Children's Hybrid Fund

Nippon India MF · Solution-OrientedUTI MF · Solution-Oriented· as on May 2026

Weighted portfolio overlap

15.63%

Low overlap

Common

Only Nippon

Only UTI

16 of 104 unique stocks in common · Jaccard: 15.4%

Common holdings

Stock	in Nippon	in UTI
HDFC BankBanks	6.15%	3.03%
ICICI BankBanks	7.44%	2.59%
Axis BankBanks	3.63%	1.67%
Reliance IndustriesPetroleum Products	6.64%	1.67%
InfosysIT - Software	2.30%	1.46%
State Bank of IndiaBanks	2.67%	0.66%
ICICI Lombard General Insurance CompanyInsurance	1.94%	0.64%
Larsen & ToubroConstruction	3.20%	0.60%
EternalRetailing	2.19%	0.55%
Crompton Greaves Consumer ElectricalsConsumer Durables	0.72%	0.54%
LTIMindtreeIT - Software	1.83%	0.53%
NTPCPower	2.47%	0.49%
Samvardhana Motherson InternationalAuto Components	1.49%	0.48%
Titan CompanyConsumer Durables	1.16%	0.34%
Tata Consultancy ServicesIT - Software	3.62%	0.30%
Container Corporation of IndiaTransport Services	1.30%	0.08%

FAQ

How much do Nippon India Retirement Fund - Wealth Creation Scheme and UTI Children's Hybrid Fund overlap?: They share 16 common holdings, a weighted portfolio overlap of about 15.63% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.
What does 15.63% 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.