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15 of 73 unique stocks in common · Jaccard: 20.5%
A weighted portfolio overlap of 26.57% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹26.57 is allocated to the exact same companies at the same relative proportions. The schemes share 15 common holdings.
The largest overlapping asset in their portfolios is Bharti Airtel, which commands a weight of 3.27% in SBI Equity Hybrid Fund and 3.63% in UTI - Equity Savings Fund. Holding both schemes increases your concentration in Bharti Airtel 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 |
|---|---|---|
| Bharti AirtelTelecom - Services | 3.27% | 3.63% |
| State Bank of IndiaBanks | 3.79% | 3.04% |
| Kotak Mahindra BankBanks | 3.20% | 2.88% |
| Larsen & ToubroConstruction | 2.50% | 2.49% |
| HDFC BankBanks | 2.39% | 3.86% |
| ICICI BankBanks | 4.04% | 2.17% |
| Bajaj FinanceFinance | 2.49% | 2.05% |
| Reliance IndustriesPetroleum Products | 2.36% | 1.76% |
| InfosysIT - Software | 1.65% | 1.25% |
| Tata Consultancy ServicesIT - Software | 1.08% | 1.40% |
| DLFRealty | 0.91% | 0.94% |
| NTPCPower | 0.88% | 0.92% |
| Coal IndiaConsumable Fuels | 1.80% | 0.83% |
| ITCDiversified FMCG | 0.79% | 1.26% |
| InterGlobe AviationTransport Services | 2.25% | 0.78% |
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.