Loading fund overlap…
5 of 74 unique stocks in common · Jaccard: 6.8%
A weighted portfolio overlap of 9.44% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹9.44 is allocated to the exact same companies at the same relative proportions. The schemes share 5 common holdings.
The largest overlapping asset in their portfolios is Reliance Industries, which commands a weight of 7.97% in quant Large & Mid Cap Fund and 7.39% in UTI - Infrastructure Fund. Holding both schemes increases your concentration in Reliance Industries 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 quant | in UTI |
|---|---|---|
| Reliance IndustriesPetroleum Products | 7.97% | 7.39% |
| 3M IndiaDiversified | 1.17% | 0.86% |
| Adani PowerPower | 8.69% | 0.54% |
| JSW InfrastructureTransport Infrastructure | 1.23% | 0.48% |
| ICICI BankBanks | 0.17% | 2.02% |
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.