How much do SBI Quant Fund and UTI Quant Fund overlap?

They share 20 common holdings, a weighted portfolio overlap of about 30.52% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 30.52% 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 Quant Fund vs UTI Quant Fund

SBI MF · Smart-Beta / FactorUTI MF · Smart-Beta / Factor· as on May 2026

Weighted portfolio overlap

30.52%

Moderate overlap

Common

Only SBI

Only UTI

20 of 95 unique stocks in common · Jaccard: 21.1%

Common holdings

Stock	in SBI	in UTI
Nestle IndiaFood Products	4.08%	4.37%
Tata Consultancy ServicesIT - Software	4.69%	3.57%
InfosysIT - Software	3.04%	3.10%
Hindustan ZincNon - Ferrous Metals	2.63%	2.38%
HDFC BankBanks	2.21%	3.34%
AU Small Finance BankBanks	5.22%	2.05%
Coal IndiaConsumable Fuels	5.59%	1.88%
Hero MotoCorpAutomobiles	5.26%	1.75%
HDFC Asset Management CompanyCapital Markets	4.37%	1.51%
Polycab IndiaIndustrial Products	2.76%	1.37%
The Federal BankBanks	4.87%	1.01%
MaricoAgricultural Food & Other Products	0.99%	1.68%
Axis BankBanks	1.36%	0.96%
Shriram FinanceFinance	5.68%	0.87%
ICICI BankBanks	0.73%	3.67%
Hindustan UnileverDiversified FMCG	2.36%	0.52%
Muthoot FinanceFinance	2.69%	0.52%
Indian BankBanks	1.88%	0.50%
Reliance IndustriesPetroleum Products	0.65%	0.47%
Oracle Financial Services SoftwareIT - Software	2.11%	0.11%

FAQ

How much do SBI Quant Fund and UTI Quant Fund overlap?: They share 20 common holdings, a weighted portfolio overlap of about 30.52% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 30.52% 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.