How much do SBI Dividend Yield Fund and UTI - Dividend Yield Fund overlap?

They share 18 common holdings, a weighted portfolio overlap of about 33.6% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 33.6% 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 Dividend Yield Fund vs UTI - Dividend Yield Fund

SBI MF · Dividend YieldUTI MF · Dividend Yield· as on May 2026

Weighted portfolio overlap

33.6%

Moderate overlap

Common

Only SBI

Only UTI

18 of 85 unique stocks in common · Jaccard: 21.2%

Common holdings

Stock	in SBI	in UTI
ICICI BankBanks	6.12%	5.27%
State Bank of IndiaBanks	4.20%	3.26%
InfosysIT - Software	3.00%	2.28%
Maruti Suzuki IndiaAutomobiles	2.37%	2.20%
Kotak Mahindra BankBanks	2.03%	2.70%
Tech MahindraIT - Software	1.95%	3.05%
Tata Consultancy ServicesIT - Software	3.06%	1.83%
Axis BankBanks	2.17%	1.74%
Oil & Natural Gas CorporationOil	2.63%	1.74%
Tata SteelFerrous Metals	1.68%	1.80%
Eicher MotorsAutomobiles	1.74%	1.67%
NTPCPower	1.61%	1.88%
The Great Eastern Shipping CompanyTransport Services	1.59%	1.57%
Bharti AirtelTelecom - Services	1.32%	2.97%
Bank of BarodaBanks	1.24%	1.52%
SKF India (Industrial)Industrial Products	0.94%	0.85%
Oil IndiaOil	1.15%	0.84%
Sanofi Consumer HealthcarePharmaceuticals & Biotechnology	1.05%	0.52%

FAQ

How much do SBI Dividend Yield Fund and UTI - Dividend Yield Fund overlap?: They share 18 common holdings, a weighted portfolio overlap of about 33.6% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 33.6% 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.