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51 of 311 unique stocks in common · Jaccard: 16.4%
A weighted portfolio overlap of 22.96% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹22.96 is allocated to the exact same companies at the same relative proportions. The schemes share 51 common holdings.
The largest overlapping asset in their portfolios is TD Power Systems, which commands a weight of 1.82% in Nippon India Small Cap Fund and 1.86% in UTI Small Cap Fund. Holding both schemes increases your concentration in TD Power Systems 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 |
|---|---|---|
| TD Power SystemsElectrical Equipment | 1.82% | 1.86% |
| Karur Vysya BankBanks | 1.34% | 2.48% |
| Sai Life SciencesPharmaceuticals & Biotechnology | 1.16% | 0.97% |
| Voltamp TransformersElectrical Equipment | 0.85% | 1.39% |
| Tube Investments of IndiaAuto Components | 0.84% | 0.95% |
| eClerx ServicesCommercial Services & Supplies | 0.83% | 1.33% |
| Craftsman AutomationAuto Components | 0.81% | 1.09% |
| Aster DM Quality CareHealthcare Services | 0.80% | 1.78% |
| Radico KhaitanBeverages | 0.78% | 1.23% |
| TBO TekLeisure Services | 0.72% | 0.85% |
| PNB Housing FinanceFinance | 0.66% | 1.58% |
| Navin Fluorine InternationalChemicals & Petrochemicals | 0.60% | 2.52% |
| Acme Solar HoldingsPower | 1.19% | 0.58% |
| Carborundum UniversalIndustrial Products | 0.55% | 0.71% |
| Krishna Institute Of Medical SciencesHealthcare Services | 0.56% | 0.54% |
| PfizerPharmaceuticals & Biotechnology | 0.68% | 0.53% |
| Timken IndiaIndustrial Products | 0.53% | 1.05% |
| DelhiveryTransport Services | 0.58% | 0.51% |
| Affle 3iIT - Services | 0.50% | 1.69% |
| Fine Organic IndustriesChemicals & Petrochemicals | 0.50% | 0.91% |
| Multi Commodity Exchange Of IndiaCapital Markets | 1.15% | 0.50% |
| Sona Blw Precision ForgingsAuto Components | 0.47% | 0.62% |
| KFin TechnologiesCapital Markets | 0.46% | 1.47% |
| Grindwell NortonIndustrial Products | 0.45% | 1.08% |
| Central Depository Services (India)Capital Markets | 0.43% | 0.97% |
| City Union BankBanks | 0.38% | 1.84% |
| Blue StarConsumer Durables | 0.35% | 0.62% |
| Niit Learning SystemsOther Consumer Services | 0.34% | 0.77% |
| Metropolis HealthcareHealthcare Services | 0.32% | 1.07% |
| Clean Science and TechnologyChemicals & Petrochemicals | 0.31% | 0.54% |
| Dr. Lal Path LabsHealthcare Services | 0.30% | 0.90% |
| Godrej AgrovetFood Products | 0.30% | 0.92% |
| Kajaria CeramicsConsumer Durables | 0.29% | 1.32% |
| Sundram FastenersAuto Components | 1.24% | 0.29% |
| Kirloskar Oil EnginesIndustrial Products | 0.86% | 0.21% |
| Praj IndustriesIndustrial Manufacturing | 0.21% | 1.13% |
| ZF Commercial Vehicle Control Systems IndiaAuto Components | 0.21% | 0.59% |
| Aavas FinanciersFinance | 0.19% | 0.85% |
| Brigade EnterprisesRealty | 0.19% | 1.18% |
| Computer Age Management ServicesCapital Markets | 0.18% | 0.63% |
| Rate Gain Travel TechnologiesIT - Software | 0.60% | 0.18% |
| CreditAccess GrameenFinance | 0.17% | 0.44% |
| KPIT TechnologiesIT - Software | 0.17% | 0.66% |
| G R InfraprojectsConstruction | 0.13% | 0.35% |
| H.G. Infra EngineeringConstruction | 0.13% | 0.25% |
| ArvindTextiles & Apparels | 0.10% | 0.32% |
| India Shelter Finance CorporationFinance | 0.10% | 0.25% |
| ShiprocketTransport Services | 0.10% | 1.07% |
| RHI Magnesita IndiaIndustrial Products | 0.09% | 0.43% |
| SubrosIndustrial Products | 0.08% | 1.09% |
| Pnc InfratechConstruction | 0.07% | 0.38% |
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.