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18 of 100 unique stocks in common · Jaccard: 18%
A weighted portfolio overlap of 24.95% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹24.95 is allocated to the exact same companies at the same relative proportions. The schemes share 18 common holdings.
The largest overlapping asset in their portfolios is Nestle India, which commands a weight of 5.50% in SBI Quant Fund and 4.48% in UTI Quant Fund. Holding both schemes increases your concentration in Nestle India 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 |
|---|---|---|
| Nestle IndiaFood Products | 5.50% | 4.48% |
| ICICI BankBanks | 3.85% | 4.21% |
| AU Small Finance BankBanks | 5.21% | 1.91% |
| HDFC BankBanks | 1.78% | 3.37% |
| MaricoAgricultural Food & Other Products | 3.29% | 1.77% |
| Cummins IndiaIndustrial Products | 3.73% | 1.65% |
| Hero MotoCorpAutomobiles | 5.47% | 1.55% |
| HDFC Asset Management CompanyCapital Markets | 5.30% | 1.48% |
| Polycab IndiaIndustrial Products | 2.72% | 1.31% |
| The Federal BankBanks | 5.36% | 1.26% |
| Oracle Financial Services SoftwareIT - Software | 2.53% | 1.18% |
| Shriram FinanceFinance | 1.22% | 0.96% |
| Pidilite IndustriesChemicals & Petrochemicals | 1.00% | 0.43% |
| Eicher MotorsAutomobiles | 3.28% | 0.42% |
| Mahindra & Mahindra Financial ServicesFinance | 1.63% | 0.34% |
| Coal IndiaConsumable Fuels | 0.33% | 1.69% |
| Reliance IndustriesPetroleum Products | 0.17% | 0.48% |
| Asian PaintsConsumer Durables | 4.15% | 0.08% |
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 Jul 2026). Equity holdings only, ISIN-verified. Not investment advice.