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10 of 81 unique stocks in common · Jaccard: 12.3%
A weighted portfolio overlap of 21.55% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹21.55 is allocated to the exact same companies at the same relative proportions. The schemes share 10 common holdings.
The largest overlapping asset in their portfolios is Reliance Industries, which commands a weight of 5.15% in UTI Focused Fund and 7.39% in UTI - Infrastructure Fund. Holding both schemes increases your concentration in Reliance Industries 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 Focused | in UTI - |
|---|---|---|
| Reliance IndustriesPetroleum Products | 5.15% | 7.39% |
| Larsen & ToubroConstruction | 4.61% | 9.68% |
| Bharti AirtelTelecom - Services | 3.86% | 13.33% |
| ICICI BankBanks | 8.75% | 2.02% |
| Hindustan AeronauticsAerospace & Defense | 1.78% | 2.06% |
| Gujarat GasGas | 1.59% | 1.79% |
| Shree CementCement & Cement Products | 2.03% | 0.99% |
| Adani PowerPower | 1.90% | 0.54% |
| Tata MotorsAgricultural, Commercial & Construction Vehicles | 2.08% | 0.51% |
| Tube Investments of IndiaAuto Components | 3.38% | 0.50% |
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.