How much do Tata India Consumer Fund and UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund overlap?

They share 7 common holdings, a weighted portfolio overlap of about 13% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.

What does 13% 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 India Consumer Fund vs UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund

Tata MF · Sectoral / ThematicUTI MF · Index Fund· as on May 2026

Weighted portfolio overlap

13%

Low overlap

Common

Only Tata

Only UTI

7 of 129 unique stocks in common · Jaccard: 5.4%

Common holdings

Stock	in Tata	in UTI
BSECapital Markets	4.05%	7.28%
Multi Commodity Exchange of IndiaCapital Markets	2.88%	4.84%
HDFC Asset Management CompanyCapital Markets	2.05%	2.57%
Dixon Technologies (India)Consumer Durables	2.01%	1.81%
Radico KhaitanBeverages	5.09%	1.39%
Dr. Lal Path LabsHealthcare Services	1.12%	0.54%
Gillette IndiaPersonal Products	1.40%	0.28%

FAQ

How much do Tata India Consumer Fund and UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund overlap?: They share 7 common holdings, a weighted portfolio overlap of about 13% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.
What does 13% 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.