How much do UTI - CCF - Saving Plan and UTI - Core Equity Fund overlap?

They share 16 common holdings, a weighted portfolio overlap of about 18.15% (low overlap — mostly different holdings), as on Sep 2023. Information only, not investment advice.

What does 18.15% overlap mean?

Weighted overlap sums the smaller of the two weights for each shared stock, so it approximates how much of the two portfolios coincide. Higher overlap means holding both funds adds less diversification.

Fund overlap

UTI - CCF - Saving Plan vs UTI - Core Equity Fund

UTI MF · Equity (Diversified)UTI MF · Equity (Diversified)· as on Sep 2023

Weighted portfolio overlap

18.15%

Low overlap

Common

Only UTI - CCF

Only UTI - Core

16 of 96 unique stocks in common · Jaccard: 16.7%

Common holdings

Stock	in UTI - CCF	in UTI - Core
HDFC BankBanks	3.39%	8.68%
ICICI BankBanks	2.95%	4.05%
InfosysIT - Software	2.35%	3.71%
Axis BankBanks	1.65%	1.55%
Bharti AirtelTelecom - Services	1.43%	1.41%
IndusInd BankBanks	1.00%	1.80%
Hindalco IndustriesNon - Ferrous Metals	0.80%	1.22%
The Phoenix MillsRealty	0.76%	1.55%
Ajanta PharmaPharmaceuticals & Biotechnology	0.66%	0.91%
ICICI Lombard General Insurance CompanyInsurance	0.65%	0.88%
CiplaPharmaceuticals & Biotechnology	0.63%	0.98%
Coromandel InternationalFertilizers & Agrochemicals	0.59%	2.67%
Endurance TechnologiesAuto Components	0.52%	1.27%
Crompton Greaves Consumer ElectricalsConsumer Durables	0.77%	0.45%
Suzlon EnergyElectrical Equipment	0.24%	0.36%
Gland PharmaPharmaceuticals & Biotechnology	0.20%	1.42%

FAQ

How much do UTI - CCF - Saving Plan and UTI - Core Equity Fund overlap?: They share 16 common holdings, a weighted portfolio overlap of about 18.15% (low overlap — mostly different holdings), as on Sep 2023. Information only, not investment advice.
What does 18.15% overlap mean?: Weighted overlap sums the smaller of the two weights for each shared stock, so it approximates how much of the two portfolios coincide. Higher overlap means holding both funds adds less diversification.

Related comparisons

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 Sep 2023). Equity holdings only, ISIN-verified. Not investment advice.