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11 of 93 unique stocks in common · Jaccard: 11.8%
A weighted portfolio overlap of 15.92% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹15.92 is allocated to the exact same companies at the same relative proportions. The schemes share 11 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 13.33% in UTI - Infrastructure 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% | 13.33% |
| Larsen & ToubroConstruction | 2.50% | 9.68% |
| Reliance IndustriesPetroleum Products | 2.36% | 7.39% |
| InterGlobe AviationTransport Services | 2.25% | 4.00% |
| ICICI BankBanks | 4.04% | 2.02% |
| Shree CementCement & Cement Products | 1.78% | 0.99% |
| NTPCPower | 0.88% | 4.41% |
| Adani PowerPower | 4.03% | 0.54% |
| Solar Industries IndiaChemicals & Petrochemicals | 3.89% | 0.51% |
| DLFRealty | 0.91% | 0.50% |
| Oberoi RealtyRealty | 0.91% | 0.10% |
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.