How much do SBI Equity Hybrid Fund and UTI Nifty 50 ETF overlap?

They share 17 common holdings, a weighted portfolio overlap of about 32.22% (moderate overlap — a meaningful shared core), as on Apr 2026. Information only, not investment advice.

What does 32.22% 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 Equity Hybrid Fund vs UTI Nifty 50 ETF

SBI MF · HybridUTI MF · ETF· as on Apr 2026

Weighted portfolio overlap

32.22%

Moderate overlap

Common

Only SBI

Only UTI

Common holdings

Stock	in SBI	in UTI
State Bank of IndiaBanks	4.23%	4.03%
ICICI Bank LimitedBanks	3.64%	8.21%
Bharti Airtel LimitedTelecom - Services	3.17%	5.26%
Kotak Mahindra Bank LimitedBanks	3.22%	2.56%
HDFC Bank LimitedBanks	2.50%	10.73%
Larsen & Toubro LimitedConstruction	2.48%	4.28%
Bajaj Finance LimitedFinance	2.36%	2.28%
Reliance Industries LimitedPetroleum Products	2.23%	8.78%
Infosys LimitedIT - Software	1.69%	3.76%
Hindalco Industries LimitedNon - Ferrous Metals	2.62%	1.36%
Tata Consultancy Services LimitedIT - Software	1.19%	2.30%
Asian Paints LtdConsumer Durables	1.61%	1.00%
Coal India LimitedConsumable Fuels	1.91%	0.99%
NTPC LimitedPower	0.91%	1.72%
Interglobe Aviation LtdTransport Services	2.22%	0.88%
Max Healthcare Institute LimitedHealthcare Services	0.83%	0.67%
ITC LimitedDiversified FMCG	0.64%	2.76%

FAQ

How much do SBI Equity Hybrid Fund and UTI Nifty 50 ETF overlap?: They share 17 common holdings, a weighted portfolio overlap of about 32.22% (moderate overlap — a meaningful shared core), as on Apr 2026. Information only, not investment advice.
What does 32.22% 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.

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 Apr 2026). Equity holdings only, ISIN-verified. Not investment advice.