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38 of 266 unique stocks in common · Jaccard: 14.3%
A weighted portfolio overlap of 19.49% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹19.49 is allocated to the exact same companies at the same relative proportions. The schemes share 38 common holdings.
The largest overlapping asset in their portfolios is Karur Vysya Bank, which commands a weight of 1.29% in Nippon India Small Cap Fund and 2.55% in UTI Small Cap Fund. Holding both schemes increases your concentration in Karur Vysya Bank 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 |
|---|---|---|
| Karur Vysya BankBanks | 1.29% | 2.55% |
| Tube Investments of IndiaAuto Components | 1.93% | 1.24% |
| Voltamp TransformersElectrical Equipment | 1.78% | 1.15% |
| KPIT TechnologiesIT - Software | 0.89% | 0.96% |
| eClerx ServicesCommercial Services & Supplies | 0.80% | 1.02% |
| Radico KhaitanBeverages | 0.78% | 1.06% |
| Niit Learning SystemsOther Consumer Services | 1.13% | 0.77% |
| TD Power SystemsElectrical Equipment | 0.75% | 2.92% |
| Timken IndiaIndustrial Products | 0.75% | 1.14% |
| Carborundum UniversalIndustrial Products | 0.92% | 0.72% |
| CIE Automotive IndiaAuto Components | 0.68% | 0.85% |
| Aster DM HealthcareHealthcare Services | 0.67% | 2.02% |
| Fine Organic IndustriesChemicals & Petrochemicals | 0.66% | 0.87% |
| CreditAccess GrameenFinance | 0.62% | 0.89% |
| Blue StarConsumer Durables | 0.59% | 0.74% |
| Praj IndustriesIndustrial Manufacturing | 0.58% | 1.21% |
| Affle 3iIT - Services | 0.57% | 1.74% |
| Grindwell NortonIndustrial Products | 0.56% | 0.99% |
| Crompton Greaves Consumer ElectricalsConsumer Durables | 0.50% | 0.93% |
| KFin TechnologiesCapital Markets | 0.50% | 1.42% |
| Metropolis HealthcareHealthcare Services | 0.39% | 1.12% |
| Aavas FinanciersFinance | 0.36% | 1.00% |
| H.G. Infra EngineeringConstruction | 0.67% | 0.33% |
| G R InfraprojectsConstruction | 0.32% | 0.40% |
| Brigade EnterprisesRealty | 0.31% | 0.97% |
| MTAR TechnologiesElectrical Equipment | 0.30% | 1.86% |
| PNB Housing FinanceFinance | 0.30% | 1.14% |
| Zensar TechnologiesIT - Software | 0.30% | 0.41% |
| PNC InfratechConstruction | 0.29% | 0.45% |
| RHI Magnesita IndiaIndustrial Products | 0.26% | 0.51% |
| Godrej AgrovetFood Products | 0.24% | 0.95% |
| Rategain Travel TechnologiesIT - Software | 0.78% | 0.23% |
| Sonata SoftwareIT - Software | 0.21% | 0.46% |
| Kirloskar Pneumatic CompanyIndustrial Products | 0.86% | 0.18% |
| City Union BankBanks | 0.15% | 1.74% |
| SubrosIndustrial Products | 0.12% | 1.20% |
| Inox IndiaIndustrial Products | 0.09% | 1.89% |
| India Shelter Finance CorporationFinance | 0.04% | 1.34% |
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.