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8 of 92 unique stocks in common · Jaccard: 8.7%
A weighted portfolio overlap of 11.23% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹11.23 is allocated to the exact same companies at the same relative proportions. The schemes share 8 common holdings.
The largest overlapping asset in their portfolios is State Bank of India, which commands a weight of 3.98% in UTI Nifty 50 Index Fund and 5.25% in UTI Nifty 500 Value 50 Index Fund. Holding both schemes increases your concentration in State Bank of India 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 Nifty 50 | in UTI Nifty 500 |
|---|---|---|
| State Bank of IndiaBanks | 3.98% | 5.25% |
| NTPCPower | 1.41% | 4.70% |
| Hindalco IndustriesNon - Ferrous Metals | 1.33% | 5.33% |
| Grasim IndustriesCement & Cement Products | 1.15% | 5.52% |
| Power Grid Corporation of IndiaPower | 1.08% | 4.64% |
| Coal IndiaConsumable Fuels | 0.87% | 4.66% |
| Oil & Natural Gas CorporationOil | 0.82% | 4.95% |
| Tata Motors Passenger VehiclesAutomobiles | 0.59% | 4.52% |
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 Aug 2026). Equity holdings only, ISIN-verified. Not investment advice.