How much do UTI - Retirement Benefit Pension Fund and UTI Retirement Fund overlap?

They share 31 common holdings, a weighted portfolio overlap of about 20.24% (moderate overlap — a meaningful shared core), as on Apr 2026. Information only, not investment advice.

What does 20.24% overlap mean?

Weighted overlap sums the smaller of the two weights for each shared stock, so it approximates how much of the two portfolios coincide. Higher overlap means holding both funds adds less diversification.

Fund overlap

UTI - Retirement Benefit Pension Fund vs UTI Retirement Fund

UTI MF · Solution-OrientedUTI MF · Solution-Oriented· as on Apr 2026

Weighted portfolio overlap

20.24%

Moderate overlap

Common

Only UTI -

Only UTI Retirement

31 of 89 unique stocks in common · Jaccard: 34.8%

Common holdings

Stock	in UTI -	in UTI Retirement
HDFC BankBanks	3.75%	2.64%
ICICI BankBanks	2.73%	2.43%
InfosysIT - Software	2.40%	1.73%
Reliance IndustriesPetroleum Products	1.64%	1.53%
Larsen & ToubroConstruction	1.99%	1.50%
ITCDiversified FMCG	1.76%	1.30%
State Bank of IndiaBanks	1.06%	0.83%
Mahindra & MahindraAutomobiles	1.40%	0.78%
Bharti AirtelTelecom - Services	0.77%	1.15%
HCL TechnologiesIT - Software	1.34%	0.77%
Hero MotoCorpAutomobiles	0.50%	0.46%
Interglobe AviationTransport Services	0.55%	0.45%
EmamiPersonal Products	0.40%	0.55%
The Federal BankBanks	0.40%	0.43%
G R InfraprojectsConstruction	0.39%	0.39%
Ajanta PharmaPharmaceuticals & Biotechnology	0.38%	0.49%
IndusInd BankBanks	0.94%	0.38%
The Phoenix MillsRealty	0.44%	0.37%
Aurobindo PharmaPharmaceuticals & Biotechnology	0.35%	0.60%
GhclChemicals & Petrochemicals	0.34%	0.43%
Max Financial ServicesInsurance	0.48%	0.31%
BioconPharmaceuticals & Biotechnology	0.27%	0.26%
Mahindra Holidays & Resorts InLeisure Services	0.24%	0.30%
Aditya Birla CapitalFinance	0.21%	0.37%
Nippon Life India Asset ManagementCapital Markets	0.37%	0.21%
Sundaram FinanceFinance	0.19%	0.37%
S.P.ApparelsTextiles & Apparels	0.17%	0.22%
Marksans PharmaPharmaceuticals & Biotechnology	0.15%	0.32%
Oil IndiaOil	0.14%	0.43%
Crompton Greaves Consumer ElectricalsConsumer Durables	0.10%	0.46%
MphasisIT - Software	0.29%	0.06%

FAQ

How much do UTI - Retirement Benefit Pension Fund and UTI Retirement Fund overlap?: They share 31 common holdings, a weighted portfolio overlap of about 20.24% (moderate overlap — a meaningful shared core), as on Apr 2026. Information only, not investment advice.
What does 20.24% overlap mean?: Weighted overlap sums the smaller of the two weights for each shared stock, so it approximates how much of the two portfolios coincide. Higher overlap means holding both funds adds less diversification.

Related comparisons

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 Apr 2026). Equity holdings only, ISIN-verified. Not investment advice.