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11 of 75 unique stocks in common · Jaccard: 14.7%
A weighted portfolio overlap of 14.57% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹14.57 is allocated to the exact same companies at the same relative proportions. The schemes share 11 common holdings.
The largest overlapping asset in their portfolios is ITC, which commands a weight of 3.23% in Tata India Consumer Fund and 2.56% in UTI Nifty 50 ETF. Holding both schemes increases your concentration in ITC 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 |
|---|---|---|
| ITCDiversified FMCG | 3.23% | 2.56% |
| Bharti AirtelTelecom - Services | 2.55% | 5.19% |
| EternalRetailing | 8.03% | 1.67% |
| Titan CompanyConsumer Durables | 7.53% | 1.55% |
| Bajaj AutoAutomobiles | 2.92% | 1.07% |
| Mahindra & MahindraAutomobiles | 0.96% | 2.52% |
| Nestle IndiaFood Products | 6.29% | 0.94% |
| Maruti Suzuki IndiaAutomobiles | 0.91% | 1.59% |
| TrentRetailing | 3.09% | 0.87% |
| Apollo Hospitals EnterpriseHealthcare Services | 2.28% | 0.78% |
| Tata Consumer ProductsAgricultural Food & Other Products | 4.81% | 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.