How much do Tata Nifty500 Multicap India Manufacturing 50-30-20 Index Fund and UTI - Infrastructure Fund overlap?

They share 12 common holdings, a weighted portfolio overlap of about 16.25% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.

What does 16.25% 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 Nifty500 Multicap India Manufacturing 50-30-20 Index Fund vs UTI - Infrastructure Fund

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

Weighted portfolio overlap

16.25%

Low overlap

Common

Only Tata

Only UTI

12 of 124 unique stocks in common · Jaccard: 9.7%

Common holdings

Stock	in Tata	in UTI
Reliance IndustriesPetroleum Products	8.46%	7.39%
Suzlon EnergyElectrical Equipment	2.15%	2.15%
Hindustan AeronauticsAerospace & Defense	1.73%	2.06%
Crompton Greaves Consumer ElectricalsConsumer Durables	0.86%	1.43%
Polycab IndiaIndustrial Products	1.56%	0.84%
Bharat ForgeAuto Components	1.62%	0.79%
Bharat ElectronicsAerospace & Defense	3.12%	0.74%
Tube Investments of IndiaAuto Components	1.04%	0.50%
ZF Commercial Vehicle Control Systems IndiaAuto Components	0.53%	0.45%
JSW SteelFerrous Metals	2.54%	0.37%
Kajaria CeramicsConsumer Durables	0.42%	0.23%
Hindustan Petroleum CorporationPetroleum Products	1.18%	0.20%

FAQ

How much do Tata Nifty500 Multicap India Manufacturing 50-30-20 Index Fund and UTI - Infrastructure Fund overlap?: They share 12 common holdings, a weighted portfolio overlap of about 16.25% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.
What does 16.25% 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.