Loading fund overlap…
9 of 107 unique stocks in common · Jaccard: 8.4%
A weighted portfolio overlap of 17.16% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹17.16 is allocated to the exact same companies at the same relative proportions. The schemes share 9 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 5.18% in UTI - Flexi Cap 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 - |
|---|---|---|
| HDFC BankBanks | 5.36% | 5.18% |
| ICICI BankBanks | 4.31% | 6.18% |
| Bharti AirtelTelecom - Services | 2.90% | 3.44% |
| Mahindra & MahindraAutomobiles | 1.41% | 2.24% |
| Maruti Suzuki IndiaAutomobiles | 1.08% | 2.18% |
| Info Edge (India)Retailing | 1.05% | 3.19% |
| Ajanta PharmaPharmaceuticals & Biotechnology | 0.77% | 1.76% |
| Rossari BiotechChemicals & Petrochemicals | 0.29% | 0.40% |
| InfosysIT - Software | 3.32% | 0.17% |
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.