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16 of 81 unique stocks in common · Jaccard: 19.8%
A weighted portfolio overlap of 39.74% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹39.74 is allocated to the exact same companies at the same relative proportions. The schemes share 16 common holdings.
The largest overlapping asset in their portfolios is Reliance Industries, which commands a weight of 9.92% in SBI Infrastructure 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 | 9.92% | 7.39% |
| Bharti AirtelTelecom - Services | 6.86% | 13.33% |
| Larsen & ToubroConstruction | 5.95% | 9.68% |
| Adani Ports and Special Economic ZoneTransport Infrastructure | 4.52% | 4.55% |
| NTPCPower | 3.63% | 4.41% |
| Oil & Natural Gas CorporationOil | 3.32% | 3.76% |
| Ultratech CementCement & Cement Products | 2.87% | 4.24% |
| Shree CementCement & Cement Products | 5.27% | 0.99% |
| G R InfraprojectsConstruction | 0.94% | 0.84% |
| Grindwell NortonIndustrial Products | 3.84% | 0.76% |
| SiemensElectrical Equipment | 4.01% | 0.59% |
| Adani PowerPower | 1.52% | 0.54% |
| Solar Industries IndiaChemicals & Petrochemicals | 1.90% | 0.51% |
| JSW SteelFerrous Metals | 2.13% | 0.37% |
| Ashoka BuildconConstruction | 1.09% | 0.35% |
| Pitti EngineeringIndustrial Manufacturing | 1.56% | 0.25% |
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.