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8 of 74 unique stocks in common · Jaccard: 10.8%
A weighted portfolio overlap of 15.36% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹15.36 is allocated to the exact same companies at the same relative proportions. The schemes share 8 common holdings.
The largest overlapping asset in their portfolios is Bharti Airtel, which commands a weight of 3.89% in SBI Resurgent India Opportunities Scheme and 5.19% in UTI Nifty 50 ETF. Holding both schemes increases your concentration in Bharti Airtel 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 |
|---|---|---|
| Bharti AirtelTelecom - Services | 3.89% | 5.19% |
| ICICI BankBanks | 2.69% | 8.30% |
| Kotak Mahindra BankBanks | 3.84% | 2.61% |
| State Bank of IndiaBanks | 2.41% | 3.70% |
| JSW SteelFerrous Metals | 3.10% | 1.11% |
| Bajaj FinservFinance | 3.82% | 0.95% |
| InterGlobe AviationTransport Services | 2.21% | 0.92% |
| Adani EnterprisesMetals & Minerals Trading | 4.61% | 0.78% |
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.