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13 of 98 unique stocks in common · Jaccard: 13.3%
A weighted portfolio overlap of 30.02% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹30.02 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 Reliance Industries, which commands a weight of 7.39% in UTI - Infrastructure Fund and 8.25% in UTI Nifty 50 ETF. 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 - | in UTI Nifty |
|---|---|---|
| Reliance IndustriesPetroleum Products | 7.39% | 8.25% |
| Bharti AirtelTelecom - Services | 13.33% | 5.19% |
| Larsen & ToubroConstruction | 9.68% | 4.42% |
| Axis BankBanks | 2.73% | 3.41% |
| ICICI BankBanks | 2.02% | 8.30% |
| NTPCPower | 4.41% | 1.70% |
| Ultratech CementCement & Cement Products | 4.24% | 1.26% |
| Adani Ports and Special Economic ZoneTransport Infrastructure | 4.55% | 1.23% |
| Power Grid Corporation of IndiaPower | 1.10% | 1.22% |
| Oil & Natural Gas CorporationOil | 3.76% | 0.95% |
| InterGlobe AviationTransport Services | 4.00% | 0.92% |
| Bharat ElectronicsAerospace & Defense | 0.74% | 1.36% |
| JSW SteelFerrous Metals | 0.37% | 1.11% |
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.