Fund overlap
Aditya Birla Sun Life Midcap Fund vs UTI - Mid Cap Fund
Fund A
Aditya Birla Sun Life Midcap Fund
Aditya Birla Sun Life Midcap Fund - Direct Plan - IDCW
Open Ended Schemes(Equity Scheme - Mid Cap Fund) · Aditya Birla Sun Life 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
18.2%
- Shared holdings
- 26
- Holdings in A
- 79
- 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 26 shared holdings, ordered by the smaller of the two weights.
| Holding | Aditya Birla Sun Life Midcap Fund | UTI - Mid Cap Fund |
|---|---|---|
| AU Small Finance Bank Ltd. | 2.99% | 2.75% |
| Ajanta Pharma Ltd. | 2.62% | 2.15% |
| APL Apollo Tubes Ltd. | 3.01% | 2.11% |
| The Federal Bank Ltd. | 3.04% | 1.98% |
| Max Financial Services Ltd. | 2.41% | 1.90% |
| JK Cement Ltd. | 2.66% | 1.66% |
| Torrent Power Ltd. | 1.56% | 1.46% |
| Persistent Systems Ltd. | 1.50% | 1.44% |
| PB Fintech Ltd. | 1.44% | 1.61% |
| 360 ONE WAM Ltd. | 1.27% | 1.43% |
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.