Fund overlap
HDFC Equity Savings Fund vs UTI Nifty 50 ETF
Fund A
HDFC Equity Savings Fund
HDFC Equity Savings Fund - Direct Plan - Growth Option
Open Ended Schemes(Hybrid Scheme - Equity Savings) · HDFC Mutual Fund
Fund B
UTI Nifty 50 ETF
UTI Nifty 50 ETF - Direct Plan
Open Ended Schemes(Exchange Traded Funds (ETFs) - Equity ETF) · UTI Mutual Fund
Overlap
31.6%
- Shared holdings
- 38
- Holdings in A
- 127
- Holdings in B
- 50
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 38 shared holdings, ordered by the smaller of the two weights.
| Holding | HDFC Equity Savings Fund | UTI Nifty 50 ETF |
|---|---|---|
| HDFC Bank Ltd.£ | 6.96% | 10.38% |
| Reliance Industries Ltd. | 5.23% | 7.58% |
| Larsen and Toubro Ltd. | 2.97% | 4.20% |
| ICICI Bank Ltd. | 2.87% | 9.05% |
| Bharti Airtel Ltd. | 2.38% | 5.10% |
| Bajaj Finance Ltd. | 2.00% | 2.50% |
| Sun Pharmaceutical Industries Ltd. | 2.89% | 1.84% |
| Titan Company Ltd. | 3.20% | 1.81% |
| Kotak Mahindra Bank Limited | 1.74% | 2.93% |
| Axis Bank Ltd. | 1.61% | 3.37% |
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.