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16 of 64 unique stocks in common · Jaccard: 25%
A weighted portfolio overlap of 30.66% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹30.66 is allocated to the exact same companies at the same relative proportions. The schemes share 16 common holdings.
The largest overlapping asset in their portfolios is Reliance Industries, which commands a weight of 20.49% in Tata BSE Select Business Groups Index Fund and 8.25% in UTI Nifty 50 ETF. Holding both schemes increases your concentration in Reliance Industries 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 |
|---|---|---|
| Reliance IndustriesPetroleum Products | 20.49% | 8.25% |
| Larsen & ToubroConstruction | 13.67% | 4.42% |
| Mahindra & MahindraAutomobiles | 7.79% | 2.52% |
| Tata Consultancy ServicesIT - Software | 5.01% | 2.13% |
| Tata SteelFerrous Metals | 3.78% | 1.59% |
| Titan CompanyConsumer Durables | 3.65% | 1.55% |
| Hindalco IndustriesNon - Ferrous Metals | 4.65% | 1.51% |
| Ultratech CementCement & Cement Products | 3.87% | 1.26% |
| Adani Ports and Special Economic ZoneTransport Infrastructure | 3.82% | 1.23% |
| JSW SteelFerrous Metals | 3.41% | 1.11% |
| Grasim IndustriesCement & Cement Products | 3.41% | 1.10% |
| Tech MahindraIT - Software | 2.71% | 0.87% |
| TrentRetailing | 2.05% | 0.87% |
| Adani EnterprisesMetals & Minerals Trading | 2.24% | 0.78% |
| Tata Motors Passenger VehiclesAutomobiles | 1.81% | 0.76% |
| Tata Consumer ProductsAgricultural Food & Other Products | 1.67% | 0.71% |
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.