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17 of 110 unique stocks in common · Jaccard: 15.5%
A weighted portfolio overlap of 20.34% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹20.34 is allocated to the exact same companies at the same relative proportions. The schemes share 17 common holdings.
The largest overlapping asset in their portfolios is ICICI Bank, which commands a weight of 5.50% in SBI Flexicap Fund and 6.18% in UTI - Flexi Cap Fund.. Holding both schemes increases your concentration in ICICI Bank 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 |
|---|---|---|
| ICICI BankBanks | 5.50% | 6.18% |
| HDFC BankBanks | 4.24% | 5.18% |
| Eicher MotorsAutomobiles | 1.85% | 2.23% |
| Bharti AirtelTelecom - Services | 0.99% | 3.44% |
| Kotak Mahindra BankBanks | 0.99% | 3.59% |
| Maruti Suzuki IndiaAutomobiles | 0.97% | 2.18% |
| Divi's LaboratoriesPharmaceuticals & Biotechnology | 0.92% | 1.28% |
| Titan CompanyConsumer Durables | 0.90% | 3.89% |
| Aavas FinanciersFinance | 0.85% | 0.77% |
| Jubilant FoodworksLeisure Services | 0.72% | 0.62% |
| Ajanta PharmaPharmaceuticals & Biotechnology | 0.56% | 1.76% |
| Asian PaintsConsumer Durables | 0.55% | 1.03% |
| EternalRetailing | 0.46% | 5.70% |
| Berger Paints (I)Consumer Durables | 0.44% | 0.97% |
| Grindwell NortonIndustrial Products | 0.33% | 1.13% |
| InfosysIT - Software | 2.07% | 0.17% |
| Sheela FoamConsumer Durables | 0.08% | 0.35% |
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.