How much do SBI Banking And Financial Services Fund and UTI - Mastershare Unit Scheme overlap?

They share 4 common holdings, a weighted portfolio overlap of about 19.6% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.

What does 19.6% 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

SBI Banking And Financial Services Fund vs UTI - Mastershare Unit Scheme

SBI MF · Sectoral / ThematicUTI MF · Sectoral / Thematic· as on May 2026

Weighted portfolio overlap

19.6%

Low overlap

Common

Only SBI

Only UTI

4 of 79 unique stocks in common · Jaccard: 5.1%

Common holdings

Stock	in SBI	in UTI
ICICI BankBanks	12.80%	8.77%
HDFC BankBanks	5.90%	9.02%
Axis BankBanks	6.21%	3.97%
Cholamandalam Investment and Finance CompanyFinance	2.08%	0.96%

FAQ

How much do SBI Banking And Financial Services Fund and UTI - Mastershare Unit Scheme overlap?: They share 4 common holdings, a weighted portfolio overlap of about 19.6% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.
What does 19.6% 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.