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10 of 76 unique stocks in common · Jaccard: 13.2%
A weighted portfolio overlap of 25.85% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹25.85 is allocated to the exact same companies at the same relative proportions. The schemes share 10 common holdings.
The largest overlapping asset in their portfolios is Reliance Industries, which commands a weight of 9.92% in SBI Infrastructure Fund and 8.25% in UTI Nifty 50 ETF. 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% | 8.25% |
| Bharti AirtelTelecom - Services | 6.86% | 5.19% |
| Larsen & ToubroConstruction | 5.95% | 4.42% |
| NTPCPower | 3.63% | 1.70% |
| Ultratech CementCement & Cement Products | 2.87% | 1.26% |
| Adani Ports and Special Economic ZoneTransport Infrastructure | 4.52% | 1.23% |
| JSW SteelFerrous Metals | 2.13% | 1.11% |
| Coal IndiaConsumable Fuels | 2.00% | 0.96% |
| Oil & Natural Gas CorporationOil | 3.32% | 0.95% |
| Adani EnterprisesMetals & Minerals Trading | 1.13% | 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.