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28 of 112 unique stocks in common · Jaccard: 25%
A weighted portfolio overlap of 36.3% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹36.3 is allocated to the exact same companies at the same relative proportions. The schemes share 28 common holdings.
The largest overlapping asset in their portfolios is HDFC Bank, which commands a weight of 4.99% in UTI Large & Mid Cap Fund and 4.53% in UTI Multi Cap Fund. Holding both schemes increases your concentration in HDFC Bank 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 Large | in UTI Multi |
|---|---|---|
| HDFC BankBanks | 4.99% | 4.53% |
| ICICI BankBanks | 3.01% | 3.89% |
| InfosysIT - Software | 2.82% | 2.52% |
| Reliance IndustriesPetroleum Products | 2.17% | 2.30% |
| Bharti AirtelTelecom - Services | 2.73% | 1.78% |
| Larsen & ToubroConstruction | 2.69% | 1.57% |
| Info Edge (India)Retailing | 1.53% | 1.65% |
| Oil IndiaOil | 1.45% | 1.83% |
| Maruti Suzuki IndiaAutomobiles | 1.26% | 1.36% |
| Tube Investments of IndiaAuto Components | 1.26% | 2.01% |
| Power Grid Corporation of IndiaPower | 2.56% | 1.20% |
| Coal IndiaConsumable Fuels | 1.11% | 1.12% |
| Ajanta PharmaPharmaceuticals & Biotechnology | 1.19% | 1.10% |
| Caplin Point LaboratoriesPharmaceuticals & Biotechnology | 1.09% | 1.60% |
| Aurobindo PharmaPharmaceuticals & Biotechnology | 2.34% | 1.00% |
| Jubilant FoodworksLeisure Services | 0.96% | 1.18% |
| Jk PaperPaper, Forest & Jute Products | 0.93% | 0.96% |
| General Insurance Corporation of IndiaInsurance | 0.91% | 1.46% |
| Marksans PharmaPharmaceuticals & Biotechnology | 0.87% | 1.89% |
| Glenmark PharmaceuticalsPharmaceuticals & Biotechnology | 1.02% | 0.81% |
| RECFinance | 1.47% | 0.79% |
| DCM ShriramDiversified | 0.82% | 0.78% |
| Life Insurance Corporation of IndiaInsurance | 1.30% | 0.76% |
| Bank of MaharashtraBanks | 1.30% | 0.73% |
| Niit Learning SystemsOther Consumer Services | 0.79% | 0.70% |
| The Great Eastern Shipping CompanyTransport Services | 0.85% | 0.69% |
| Petronet LNGGas | 0.46% | 1.52% |
| Rossari BiotechChemicals & Petrochemicals | 0.33% | 0.53% |
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.