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13 of 76 unique stocks in common · Jaccard: 17.1%
A weighted portfolio overlap of 23.29% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹23.29 is allocated to the exact same companies at the same relative proportions. The schemes share 13 common holdings.
The largest overlapping asset in their portfolios is Bharti Airtel, which commands a weight of 6.51% in UTI - India Consumer Fund and 5.19% in UTI Nifty 50 ETF. 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 - | in UTI Nifty |
|---|---|---|
| Bharti AirtelTelecom - Services | 6.51% | 5.19% |
| ITCDiversified FMCG | 3.17% | 2.56% |
| Mahindra & MahindraAutomobiles | 9.11% | 2.52% |
| Hindustan UnileverDiversified FMCG | 2.50% | 1.77% |
| EternalRetailing | 8.66% | 1.67% |
| HDFC BankBanks | 1.62% | 10.53% |
| Maruti Suzuki IndiaAutomobiles | 6.07% | 1.59% |
| Titan CompanyConsumer Durables | 6.77% | 1.55% |
| Bajaj FinanceFinance | 1.39% | 2.25% |
| Nestle IndiaFood Products | 2.29% | 0.94% |
| Eicher MotorsAutomobiles | 4.50% | 0.91% |
| TrentRetailing | 4.33% | 0.87% |
| Tata Consumer ProductsAgricultural Food & Other Products | 2.75% | 0.71% |
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.