How much do Tata Banking & Financial Services Fund and UTI - Banking and Financial Services Fund overlap?

They share 12 common holdings, a weighted portfolio overlap of about 55.85% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 55.85% 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

Tata Banking & Financial Services Fund vs UTI - Banking and Financial Services Fund

Tata MF · Sectoral / ThematicUTI MF · Sectoral / Thematic· as on May 2026

Weighted portfolio overlap

55.85%

Moderate overlap

Common

Only Tata

Only UTI

12 of 45 unique stocks in common · Jaccard: 26.7%

Common holdings

Stock	in Tata	in UTI
ICICI BankBanks	9.93%	13.08%
HDFC BankBanks	9.64%	17.08%
State Bank of IndiaBanks	9.00%	8.98%
Axis BankBanks	9.20%	7.87%
Shriram FinanceFinance	4.57%	5.43%
Kotak Mahindra BankBanks	4.18%	7.31%
SBI Life Insurance CompanyInsurance	4.05%	3.78%
ICICI Lombard General Insurance CompanyInsurance	2.36%	2.01%
Max Financial ServicesInsurance	1.97%	1.95%
Multi Commodity Exchange of IndiaCapital Markets	1.99%	1.81%
IndusInd BankBanks	2.21%	0.81%
PB FintechFinancial Technology (Fintech)	3.47%	0.32%

FAQ

How much do Tata Banking & Financial Services Fund and UTI - Banking and Financial Services Fund overlap?: They share 12 common holdings, a weighted portfolio overlap of about 55.85% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 55.85% 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.