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24 of 233 unique stocks in common · Jaccard: 10.3%
A weighted portfolio overlap of 23.63% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹23.63 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 Infosys, which commands a weight of 4.90% in UTI - Large Cap Fund and 7.13% in UTI Nifty500 Shariah Index Fund. Holding both schemes increases your concentration in Infosys 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 Nifty500 |
|---|---|---|
| InfosysIT - Software | 4.90% | 7.13% |
| Ultratech CementCement & Cement Products | 2.05% | 2.38% |
| Asian PaintsConsumer Durables | 1.44% | 2.11% |
| Tata Consultancy ServicesIT - Software | 1.42% | 4.04% |
| Tata Motors Passenger VehiclesAutomobiles | 1.35% | 1.44% |
| Tata Consumer ProductsAgricultural Food & Other Products | 1.42% | 1.34% |
| Tech MahindraIT - Software | 1.24% | 1.65% |
| Oil & Natural Gas CorporationOil | 1.17% | 1.80% |
| Avenue SupermartsRetailing | 1.39% | 1.05% |
| Dr. Reddy's LaboratoriesPharmaceuticals & Biotechnology | 0.89% | 1.39% |
| LupinPharmaceuticals & Biotechnology | 0.84% | 0.96% |
| Dixon Technologies (India)Consumer Durables | 0.86% | 0.83% |
| LTIMindtreeIT - Software | 1.24% | 0.66% |
| Bharat Petroleum CorporationPetroleum Products | 0.56% | 1.06% |
| Sun Pharmaceutical IndustriesPharmaceuticals & Biotechnology | 0.50% | 3.34% |
| Hyundai Motor IndiaAutomobiles | 0.59% | 0.48% |
| SRFChemicals & Petrochemicals | 0.47% | 0.69% |
| TrentRetailing | 0.43% | 1.64% |
| HCL TechnologiesIT - Software | 0.41% | 2.19% |
| Jindal StainlessFerrous Metals | 1.07% | 0.38% |
| AstralIndustrial Products | 0.89% | 0.34% |
| Polycab IndiaIndustrial Products | 0.31% | 0.88% |
| Samvardhana Motherson InternationalAuto Components | 0.30% | 1.13% |
| Balkrishna IndustriesAuto Components | 0.27% | 0.31% |
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.