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16 of 107 unique stocks in common · Jaccard: 15%
A weighted portfolio overlap of 27.57% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹27.57 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 HDFC Bank, which commands a weight of 5.36% in UTI Aggressive Hybrid Fund and 7.68% in UTI Children's Equity Fund. Holding both schemes increases your concentration in HDFC Bank 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 UTI Aggressive | in UTI Children's |
|---|---|---|
| HDFC BankBanks | 5.36% | 7.68% |
| ICICI BankBanks | 4.31% | 6.90% |
| InfosysIT - Software | 3.32% | 3.65% |
| Bharti AirtelTelecom - Services | 2.90% | 4.46% |
| Reliance IndustriesPetroleum Products | 2.49% | 4.27% |
| Larsen & ToubroConstruction | 2.92% | 1.80% |
| State Bank of IndiaBanks | 1.51% | 1.86% |
| Maruti Suzuki IndiaAutomobiles | 1.08% | 2.92% |
| Crompton Greaves Consumer ElectricalsConsumer Durables | 0.88% | 1.46% |
| Power Grid Corporation of IndiaPower | 2.05% | 0.83% |
| Ajanta PharmaPharmaceuticals & Biotechnology | 0.77% | 1.84% |
| The Phoenix MillsRealty | 0.77% | 1.62% |
| Coal IndiaConsumable Fuels | 0.85% | 0.66% |
| Hero MotoCorpAutomobiles | 1.04% | 0.46% |
| Tips MusicEntertainment | 0.59% | 0.42% |
| Bharat Petroleum CorporationPetroleum Products | 0.01% | 0.18% |
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.