How much do SBI Innovative Opportunities Fund and UTI Innovation Fund overlap?

They share 10 common holdings, a weighted portfolio overlap of about 22.06% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 22.06% 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 Innovative Opportunities Fund vs UTI Innovation Fund

SBI MF · Equity (Diversified)UTI MF · Sectoral / Thematic· as on May 2026

Weighted portfolio overlap

22.06%

Moderate overlap

Common

Only SBI

Only UTI

10 of 58 unique stocks in common · Jaccard: 17.2%

Common holdings

Stock	in SBI	in UTI
EternalRetailing	8.12%	8.38%
FSN E-Commerce VenturesRetailing	4.25%	3.74%
Info Edge (India)Retailing	2.42%	7.99%
SwiggyRetailing	2.61%	1.68%
PB FintechFinancial Technology (Fintech)	1.64%	4.23%
Happiest Minds TechnologiesIT - Software	2.26%	1.12%
Nazara TechnologiesEntertainment	1.10%	2.71%
Urban CompanyRetailing	2.79%	0.90%
Acutaas ChemicalsPharmaceuticals & Biotechnology	0.89%	4.84%
MeeshoRetailing	4.42%	0.45%

FAQ

How much do SBI Innovative Opportunities Fund and UTI Innovation Fund overlap?: They share 10 common holdings, a weighted portfolio overlap of about 22.06% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 22.06% 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.

Related comparisons

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.