Loading fund overlap…
14 of 81 unique stocks in common · Jaccard: 17.3%
A weighted portfolio overlap of 23.09% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹23.09 is allocated to the exact same companies at the same relative proportions. The schemes share 14 common holdings.
The largest overlapping asset in their portfolios is Reliance Industries, which commands a weight of 7.85% in SBI Energy Opportunities 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 SBI | in UTI |
|---|---|---|
| Reliance IndustriesPetroleum Products | 7.85% | 7.39% |
| NTPCPower | 4.89% | 4.41% |
| Oil & Natural Gas CorporationOil | 7.24% | 3.76% |
| Gujarat GasGas | 8.47% | 1.79% |
| Power Grid Corporation of IndiaPower | 0.98% | 1.10% |
| Bharat Petroleum CorporationPetroleum Products | 4.07% | 0.87% |
| Petronet LNGGas | 4.02% | 0.84% |
| Shivalik Bimetal ControlsIndustrial Products | 1.52% | 0.59% |
| SiemensElectrical Equipment | 0.73% | 0.59% |
| Adani PowerPower | 0.51% | 0.54% |
| Tube Investments of IndiaAuto Components | 1.60% | 0.50% |
| RECFinance | 1.64% | 0.45% |
| Inox IndiaIndustrial Products | 0.34% | 0.36% |
| Oil IndiaOil | 0.07% | 0.51% |
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.