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21 of 98 unique stocks in common · Jaccard: 21.4%
A weighted portfolio overlap of 32.24% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹32.24 is allocated to the exact same companies at the same relative proportions. The schemes share 21 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 8.28% in UTI Value 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 Value |
|---|---|---|
| HDFC BankBanks | 5.36% | 8.28% |
| ICICI BankBanks | 4.31% | 5.84% |
| InfosysIT - Software | 3.32% | 3.39% |
| Bharti AirtelTelecom - Services | 2.90% | 4.35% |
| Reliance IndustriesPetroleum Products | 2.49% | 2.75% |
| Power Grid Corporation of IndiaPower | 2.05% | 1.85% |
| State Bank of IndiaBanks | 1.51% | 3.44% |
| Mahindra & MahindraAutomobiles | 1.41% | 3.01% |
| Maruti Suzuki IndiaAutomobiles | 1.08% | 2.20% |
| Info Edge (India)Retailing | 1.05% | 1.32% |
| Crompton Greaves Consumer ElectricalsConsumer Durables | 0.88% | 1.82% |
| Coal IndiaConsumable Fuels | 0.85% | 1.34% |
| Jk PaperPaper, Forest & Jute Products | 0.85% | 0.98% |
| EmamiPersonal Products | 0.85% | 0.81% |
| The Federal BankBanks | 0.79% | 1.25% |
| The Phoenix MillsRealty | 0.77% | 1.80% |
| IndusInd BankBanks | 0.72% | 1.70% |
| The Great Eastern Shipping CompanyTransport Services | 0.67% | 1.23% |
| Glenmark PharmaceuticalsPharmaceuticals & Biotechnology | 0.47% | 1.66% |
| MphasisIT - Software | 0.14% | 1.72% |
| Bharat Petroleum CorporationPetroleum Products | 0.01% | 0.84% |
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.