Fund overlap
SBI CONTRA FUND vs UTI
Fund A
SBI CONTRA FUND
SBI CONTRA FUND - Direct Plan - IDCW
Open Ended Schemes(Equity Scheme - Contra Fund) · SBI Mutual Fund
Fund B
UTI
UTI - Dividend Yield Fund - Direct Plan - Growth
Open Ended Schemes(Equity Schemes - Dividend Yield Fund) · UTI Mutual Fund
Overlap
18.9%
- Shared holdings
- 20
- Holdings in A
- 95
- Holdings in B
- 65
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 20 shared holdings, ordered by the smaller of the two weights.
| Holding | SBI CONTRA FUND | UTI |
|---|---|---|
| HDFC Bank Ltd. | 4.79% | 8.11% |
| ICICI Bank Ltd. | 4.36% | 5.72% |
| Kotak Mahindra Bank Ltd. | 3.15% | 3.03% |
| ITC Ltd. | 1.81% | 1.83% |
| Tech Mahindra Ltd. | 1.79% | 3.08% |
| Tata Steel Ltd. | 2.13% | 1.65% |
| State Bank of India | 1.60% | 3.28% |
| Aster DM Quality Care Ltd. | 1.42% | 1.51% |
| Mahindra & Mahindra Financial Services Ltd. | 1.95% | 1.41% |
| Axis Bank Ltd. | 1.33% | 2.48% |
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.