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13 of 137 unique stocks in common · Jaccard: 9.5%
A weighted portfolio overlap of 18.48% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹18.48 is allocated to the exact same companies at the same relative proportions. The schemes share 13 common holdings.
The largest overlapping asset in their portfolios is Mahindra & Mahindra, which commands a weight of 5.48% in Tata BSE Multicap Consumption 50-30-20 Index Fund and 2.66% in UTI Nifty 50 Index Fund. Holding both schemes increases your concentration in Mahindra & Mahindra 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 Tata | in UTI |
|---|---|---|
| Mahindra & MahindraAutomobiles | 5.48% | 2.66% |
| ITCDiversified FMCG | 4.56% | 2.24% |
| EternalRetailing | 4.37% | 2.15% |
| Titan CompanyConsumer Durables | 3.85% | 1.91% |
| Maruti Suzuki IndiaAutomobiles | 3.20% | 1.60% |
| Hindustan UnileverDiversified FMCG | 3.28% | 1.58% |
| Bajaj AutoAutomobiles | 2.37% | 1.22% |
| Asian PaintsConsumer Durables | 2.14% | 1.09% |
| Eicher MotorsAutomobiles | 2.01% | 0.99% |
| Nestle IndiaFood Products | 1.94% | 0.97% |
| TrentRetailing | 1.75% | 0.87% |
| Tata Consumer ProductsAgricultural Food & Other Products | 1.23% | 0.61% |
| Tata Motors Passenger VehiclesAutomobiles | 1.22% | 0.59% |
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 Aug 2026). Equity holdings only, ISIN-verified. Not investment advice.