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24 of 77 unique stocks in common · Jaccard: 31.2%
A weighted portfolio overlap of 29.84% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹29.84 is allocated to the exact same companies at the same relative proportions. The schemes share 24 common holdings.
The largest overlapping asset in their portfolios is Bharti Airtel, which commands a weight of 4.46% in UTI Children's Equity Fund and 6.51% in UTI - India Consumer Fund. Holding both schemes increases your concentration in Bharti Airtel 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 - |
|---|---|---|
| Bharti AirtelTelecom - Services | 4.46% | 6.51% |
| Maruti Suzuki IndiaAutomobiles | 2.92% | 6.07% |
| EternalRetailing | 2.00% | 8.66% |
| Polycab IndiaIndustrial Products | 1.87% | 2.76% |
| HDFC BankBanks | 7.68% | 1.62% |
| The Phoenix MillsRealty | 1.62% | 2.02% |
| Nestle IndiaFood Products | 1.52% | 2.29% |
| Jubilant FoodworksLeisure Services | 1.46% | 1.64% |
| Avenue SupermartsRetailing | 1.41% | 2.75% |
| Bajaj FinanceFinance | 3.66% | 1.39% |
| Tata Consumer ProductsAgricultural Food & Other Products | 1.13% | 2.75% |
| Eicher MotorsAutomobiles | 0.96% | 4.50% |
| AstralIndustrial Products | 0.95% | 0.95% |
| Metro BrandsConsumer Durables | 0.85% | 1.41% |
| Titan CompanyConsumer Durables | 0.84% | 6.77% |
| Aster DM HealthcareHealthcare Services | 1.49% | 0.78% |
| Global HealthHealthcare Services | 0.70% | 1.61% |
| PB FintechFinancial Technology (Fintech) | 0.69% | 1.39% |
| Havells IndiaConsumer Durables | 0.58% | 1.40% |
| United FoodbrandsLeisure Services | 0.51% | 0.62% |
| Blue StarConsumer Durables | 0.50% | 1.10% |
| Hero MotoCorpAutomobiles | 0.46% | 2.24% |
| Tips MusicEntertainment | 0.42% | 1.35% |
| TrentRetailing | 0.20% | 4.33% |
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.