How much do Tata Nifty Financial Services Index Fund and UTI - Banking and Financial Services Fund overlap?

They share 14 common holdings, a weighted portfolio overlap of about 79.36% (significant overlap — largely the same bets), as on May 2026. Information only, not investment advice.

What does 79.36% 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 Nifty Financial Services Index Fund vs UTI - Banking and Financial Services Fund

Tata MF · Index FundUTI MF · Sectoral / Thematic· as on May 2026

Weighted portfolio overlap

79.36%

Significant overlap

Common

Only Tata

Only UTI

14 of 34 unique stocks in common · Jaccard: 41.2%

Common holdings

Stock	in Tata	in UTI
HDFC BankBanks	17.83%	17.08%
ICICI BankBanks	13.55%	13.08%
State Bank of IndiaBanks	9.02%	8.98%
Axis BankBanks	10.26%	7.87%
Bajaj FinanceFinance	8.05%	7.69%
Kotak Mahindra BankBanks	9.37%	7.31%
Shriram FinanceFinance	4.39%	5.43%
Bajaj FinservFinance	3.41%	3.27%
SBI Life Insurance CompanyInsurance	2.72%	3.78%
HDFC Life Insurance CompanyInsurance	2.12%	1.73%
Max Financial ServicesInsurance	1.48%	1.95%
ICICI Lombard General Insurance CompanyInsurance	1.32%	2.01%
Cholamandalam Investment and Finance CompanyFinance	2.18%	1.23%
RECFinance	1.21%	1.30%

FAQ

How much do Tata Nifty Financial Services Index Fund and UTI - Banking and Financial Services Fund overlap?: They share 14 common holdings, a weighted portfolio overlap of about 79.36% (significant overlap — largely the same bets), as on May 2026. Information only, not investment advice.
What does 79.36% 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.