Fund overlap

Nippon India Growth Mid Cap Fund vs UTI - Mid Cap Fund

Fund A

Nippon India Growth Mid Cap Fund

Nippon India Growth Mid Cap Fund - Direct Plan - Bonus Option

Open Ended Schemes(Equity Scheme - Mid Cap Fund) · Nippon India Mutual Fund

Fund B

UTI - Mid Cap Fund

UTI - Mid Cap Fund - Direct Plan - Growth

Open Ended Schemes(Equity Scheme - Mid Cap Fund) · UTI Mutual Fund

Overlap

18.5%

Shared holdings
35
Holdings in A
103
Holdings in B
84

Overlap measures how closely the two portfolios match, holding by holding and weight by weight, using each fund's latest disclosed holdings. 100% would mean the same holdings at the same weights.

Shared holdings

The 10 largest of 35 shared holdings, ordered by the smaller of the two weights.

HoldingNippon India Growth Mid Cap FundUTI - Mid Cap Fund
AU Small Finance Bank Limited2.84%2.75%
The Federal Bank Limited2.59%1.98%
Info Edge (India) Limited2.55%1.92%
Persistent Systems Limited1.73%1.44%
Bharat Heavy Electricals Limited1.41%1.78%
Max Financial Services Limited1.34%1.90%
Multi Commodity Exchange of India Limited3.22%1.34%
APL Apollo Tubes Limited1.27%2.11%
One 97 Communications Limited2.04%1.20%
Gland Pharma Limited1.62%1.19%

Data as of 30 Sept 2026

Method: weighted Jaccard

Weighted Jaccard adds up the smaller weight of every holding across both funds and divides by the sum of the larger weights.