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15 of 68 unique stocks in common · Jaccard: 22.1%
A weighted portfolio overlap of 20.71% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹20.71 is allocated to the exact same companies at the same relative proportions. The schemes share 15 common holdings.
The largest overlapping asset in their portfolios is Infosys, which commands a weight of 3.04% in SBI Quant Fund and 3.76% in UTI Nifty 50 ETF. Holding both schemes increases your concentration in Infosys 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 |
|---|---|---|
| InfosysIT - Software | 3.04% | 3.76% |
| Bajaj FinanceFinance | 3.70% | 2.25% |
| HDFC BankBanks | 2.21% | 10.53% |
| Tata Consultancy ServicesIT - Software | 4.69% | 2.13% |
| Hindustan UnileverDiversified FMCG | 2.36% | 1.77% |
| Axis BankBanks | 1.36% | 3.41% |
| Shriram FinanceFinance | 5.68% | 1.23% |
| Bajaj AutoAutomobiles | 5.07% | 1.07% |
| Coal IndiaConsumable Fuels | 5.59% | 0.96% |
| Oil & Natural Gas CorporationOil | 3.40% | 0.95% |
| Nestle IndiaFood Products | 4.08% | 0.94% |
| Tech MahindraIT - Software | 5.08% | 0.87% |
| ICICI BankBanks | 0.73% | 8.30% |
| Reliance IndustriesPetroleum Products | 0.65% | 8.25% |
| NTPCPower | 0.55% | 1.70% |
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.