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11 of 91 unique stocks in common · Jaccard: 12.1%
A weighted portfolio overlap of 11.48% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹11.48 is allocated to the exact same companies at the same relative proportions. The schemes share 11 common holdings.
The largest overlapping asset in their portfolios is Adani Ports and Special Economic Zone, which commands a weight of 4.55% in UTI - Infrastructure Fund and 6.54% in UTI - Transportation and Logistics Fund. Holding both schemes increases your concentration in Adani Ports and Special Economic Zone 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 - Infrastructure | in UTI - Transportation |
|---|---|---|
| Adani Ports and Special Economic ZoneTransport Infrastructure | 4.55% | 6.54% |
| InterGlobe AviationTransport Services | 4.00% | 2.86% |
| Mahindra LogisticsTransport Services | 1.06% | 0.86% |
| Bharat ForgeAuto Components | 0.79% | 0.60% |
| Container Corporation of IndiaTransport Services | 0.57% | 1.11% |
| Tata MotorsAgricultural, Commercial & Construction Vehicles | 0.51% | 2.48% |
| JSW InfrastructureTransport Infrastructure | 0.48% | 0.52% |
| ZF Commercial Vehicle Control Systems IndiaAuto Components | 0.45% | 1.34% |
| SKF India (Industrial)Industrial Products | 0.81% | 0.36% |
| SKF IndiaAuto Components | 0.32% | 0.19% |
| Radiant Cash Management ServicesCommercial Services & Supplies | 0.09% | 0.05% |
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.