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15 of 68 unique stocks in common · Jaccard: 22.1%
A weighted portfolio overlap of 40.69% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹40.69 is allocated to the exact same companies at the same relative proportions. The schemes share 15 common holdings.
The largest overlapping asset in their portfolios is HDFC Bank, which commands a weight of 6.94% in Tata Focused Fund and 9.15% in UTI - Large Cap Fund. Holding both schemes increases your concentration in HDFC Bank 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 |
|---|---|---|
| HDFC BankBanks | 6.94% | 9.15% |
| ICICI BankBanks | 6.63% | 8.22% |
| Reliance IndustriesPetroleum Products | 4.83% | 5.35% |
| Bharti AirtelTelecom - Services | 3.55% | 4.11% |
| Larsen & ToubroConstruction | 3.46% | 4.15% |
| InfosysIT - Software | 3.44% | 4.90% |
| Axis BankBanks | 5.61% | 2.59% |
| Ultratech CementCement & Cement Products | 3.72% | 2.05% |
| Mahindra & MahindraAutomobiles | 3.55% | 1.74% |
| HDFC Life Insurance CompanyInsurance | 2.89% | 1.43% |
| Adani Ports and Special Economic ZoneTransport Infrastructure | 2.81% | 1.25% |
| Metropolis HealthcareHealthcare Services | 3.56% | 1.09% |
| SBI Life Insurance CompanyInsurance | 3.73% | 0.89% |
| Sun Pharmaceutical IndustriesPharmaceuticals & Biotechnology | 2.30% | 0.50% |
| Samvardhana Motherson InternationalAuto Components | 4.48% | 0.30% |
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.