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12 of 113 unique stocks in common · Jaccard: 10.6%
A weighted portfolio overlap of 27.68% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹27.68 is allocated to the exact same companies at the same relative proportions. The schemes share 12 common holdings.
The largest overlapping asset in their portfolios is Reliance Industries, which commands a weight of 9.35% in Tata Nifty500 Multicap Infrastructure 50-30-20 Index Fund and 8.25% in UTI Nifty 50 ETF. Holding both schemes increases your concentration in Reliance Industries 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 |
|---|---|---|
| Reliance IndustriesPetroleum Products | 9.35% | 8.25% |
| Bharti AirtelTelecom - Services | 9.87% | 5.19% |
| Larsen & ToubroConstruction | 8.41% | 4.42% |
| NTPCPower | 3.22% | 1.70% |
| Ultratech CementCement & Cement Products | 2.39% | 1.26% |
| Adani Ports and Special Economic ZoneTransport Infrastructure | 2.34% | 1.23% |
| Power Grid Corporation of IndiaPower | 2.31% | 1.22% |
| Grasim IndustriesCement & Cement Products | 2.09% | 1.10% |
| Oil & Natural Gas CorporationOil | 1.81% | 0.95% |
| InterGlobe AviationTransport Services | 1.75% | 0.92% |
| Apollo Hospitals EnterpriseHealthcare Services | 1.48% | 0.78% |
| Max Healthcare InstituteHealthcare Services | 1.26% | 0.66% |
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.