How much do SBI Nifty Index Fund and UTI Nifty 200 Momentum 30 Index Fund overlap?

They share 10 common holdings, a weighted portfolio overlap of about 18.37% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.

What does 18.37% 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 Nifty Index Fund vs UTI Nifty 200 Momentum 30 Index Fund

SBI MF · Index FundUTI MF · Index Fund· as on May 2026

Weighted portfolio overlap

18.37%

Low overlap

Common

Only SBI

Only UTI

10 of 70 unique stocks in common · Jaccard: 14.3%

Common holdings

Stock	in SBI	in UTI
Bharti AirtelTelecom - Services	5.19%	4.38%
State Bank of IndiaBanks	3.70%	5.03%
Bajaj FinanceFinance	2.25%	4.58%
Maruti Suzuki IndiaAutomobiles	1.59%	3.99%
Hindalco IndustriesNon - Ferrous Metals	1.51%	6.51%
Shriram FinanceFinance	1.23%	4.97%
Asian PaintsConsumer Durables	1.12%	4.90%
Interglobe AviationTransport Services	0.92%	3.62%
Eicher MotorsAutomobiles	0.91%	4.94%
SBI Life Insurance CompanyInsurance	0.76%	3.49%

FAQ

How much do SBI Nifty Index Fund and UTI Nifty 200 Momentum 30 Index Fund overlap?: They share 10 common holdings, a weighted portfolio overlap of about 18.37% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.
What does 18.37% 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.