Loading fund overlap…
22 of 70 unique stocks in common · Jaccard: 31.4%
A weighted portfolio overlap of 54.22% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹54.22 is allocated to the exact same companies at the same relative proportions. The schemes share 22 common holdings.
The largest overlapping asset in their portfolios is HDFC Bank, which commands a weight of 7.68% in UTI Children's Equity Fund and 8.17% in UTI Focused 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 Children's | in UTI Focused |
|---|---|---|
| HDFC BankBanks | 7.68% | 8.17% |
| ICICI BankBanks | 6.90% | 8.75% |
| Reliance IndustriesPetroleum Products | 4.27% | 5.15% |
| Bharti AirtelTelecom - Services | 4.46% | 3.86% |
| Bajaj FinanceFinance | 3.66% | 3.83% |
| InfosysIT - Software | 3.65% | 4.17% |
| Tata SteelFerrous Metals | 3.40% | 3.82% |
| Kotak Mahindra BankBanks | 2.28% | 3.73% |
| Maruti Suzuki IndiaAutomobiles | 2.92% | 2.22% |
| EternalRetailing | 2.00% | 5.08% |
| Tech MahindraIT - Software | 1.99% | 3.06% |
| Ajanta PharmaPharmaceuticals & Biotechnology | 1.84% | 2.61% |
| Larsen & ToubroConstruction | 1.80% | 4.61% |
| The Phoenix MillsRealty | 1.62% | 2.43% |
| Shree CementCement & Cement Products | 1.56% | 2.03% |
| Tata Consumer ProductsAgricultural Food & Other Products | 1.13% | 2.74% |
| AstralIndustrial Products | 0.95% | 1.83% |
| Titan CompanyConsumer Durables | 0.84% | 3.30% |
| Global HealthHealthcare Services | 0.70% | 1.63% |
| PB FintechFinancial Technology (Fintech) | 0.69% | 2.16% |
| Gujarat GasGas | 0.60% | 1.59% |
| Havells IndiaConsumer Durables | 0.58% | 2.16% |
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.