Fund overlap
Aditya Birla Sun Life Large Cap Fund vs UTI Large & Mid Cap Fund
Fund A
Aditya Birla Sun Life Large Cap Fund
Aditya Birla Sun Life Large Cap Fund - Direct Plan - GROWTH
Open Ended Schemes(Equity Scheme - Large Cap Fund) · Aditya Birla Sun Life Mutual Fund
Fund B
UTI Large & Mid Cap Fund
UTI Large & Mid Cap Fund - Direct Plan - IDCW
Open Ended Schemes(Equity Scheme - Large & Mid Cap Fund) · UTI Mutual Fund
Overlap
19.6%
- Shared holdings
- 16
- Holdings in A
- 75
- Holdings in B
- 74
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 16 shared holdings, ordered by the smaller of the two weights.
| Holding | Aditya Birla Sun Life Large Cap Fund | UTI Large & Mid Cap Fund |
|---|---|---|
| HDFC Bank Ltd. | 7.32% | 5.48% |
| ICICI Bank Ltd. | 7.74% | 4.55% |
| Reliance Industries Ltd. | 4.84% | 3.74% |
| Infosys Ltd. | 3.20% | 2.91% |
| State Bank of India | 3.40% | 2.91% |
| Larsen & Toubro Ltd. | 3.13% | 2.75% |
| Bharti Airtel Ltd. | 3.15% | 1.92% |
| Shriram Finance Ltd. | 1.64% | 1.34% |
| Grasim Industries Ltd. | 1.30% | 1.54% |
| Mahindra & Mahindra Ltd. | 3.06% | 1.23% |
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.