How much do SBI Smallcap Fund and UTI Small Cap Fund overlap?

They share 14 common holdings, a weighted portfolio overlap of about 10.27% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.

What does 10.27% 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 Smallcap Fund vs UTI Small Cap Fund

SBI MF · Small CapUTI MF · Small Cap· as on May 2026

Weighted portfolio overlap

10.27%

Low overlap

Common

Only SBI

Only UTI

14 of 155 unique stocks in common · Jaccard: 9%

Common holdings

Stock	in SBI	in UTI
Navin Fluorine InternationalChemicals & Petrochemicals	3.11%	2.10%
City Union BankBanks	2.69%	1.74%
Kajaria CeramicsConsumer Durables	2.01%	0.84%
Fine Organic IndustriesChemicals & Petrochemicals	0.82%	0.87%
Brigade EnterprisesRealty	0.77%	0.97%
Carborundum UniversalIndustrial Products	1.36%	0.72%
Ratnamani Metals & TubesIndustrial Products	1.46%	0.68%
Krishna Institute Of Medical SciencesHealthcare Services	2.50%	0.59%
ZF Commercial Vehicle Control Systems IndiaAuto Components	2.75%	0.52%
Clean Science and TechnologyChemicals & Petrochemicals	0.47%	0.57%
Fractal AnalyticsIT - Software	1.24%	0.47%
Acutaas ChemicalsPharmaceuticals & Biotechnology	0.31%	2.45%
Chalet HotelsLeisure Services	1.89%	0.18%
Rossari BiotechChemicals & Petrochemicals	0.06%	0.62%

FAQ

How much do SBI Smallcap Fund and UTI Small Cap Fund overlap?: They share 14 common holdings, a weighted portfolio overlap of about 10.27% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.
What does 10.27% 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.