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16 of 230 unique stocks in common · Jaccard: 7%
A weighted portfolio overlap of 18.11% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹18.11 is allocated to the exact same companies at the same relative proportions. The schemes share 16 common holdings.
The largest overlapping asset in their portfolios is Tata Consultancy Services, which commands a weight of 4.01% in Templeton India Value Fund and 4.04% in UTI Nifty500 Shariah Index Fund. Holding both schemes increases your concentration in Tata Consultancy Services 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 Templeton | in UTI |
|---|---|---|
| Tata Consultancy ServicesIT - Software | 4.01% | 4.04% |
| InfosysIT - Software | 3.45% | 7.13% |
| Oil & Natural Gas CorporationOil | 3.82% | 1.80% |
| Tata Motors Passenger VehiclesAutomobiles | 2.08% | 1.44% |
| Dr. Reddy's LaboratoriesPharmaceuticals & Biotechnology | 1.87% | 1.39% |
| CiplaPharmaceuticals & Biotechnology | 3.36% | 1.38% |
| HCL TechnologiesIT - Software | 1.33% | 2.19% |
| Bharat Petroleum CorporationPetroleum Products | 1.07% | 1.06% |
| GAIL (India)Gas | 1.34% | 0.78% |
| SwiggyRetailing | 1.36% | 0.62% |
| Balkrishna IndustriesAuto Components | 1.37% | 0.31% |
| EmamiPersonal Products | 1.53% | 0.14% |
| NCCConstruction | 0.74% | 0.11% |
| Whirlpool of IndiaConsumer Durables | 0.13% | 0.11% |
| JSW DuluxConsumer Durables | 0.76% | 0.10% |
| Elecon Engineering CompanyElectrical Equipment | 0.80% | 0.08% |
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.