Fund overlap
Axis Large Cap Fund vs UTI Value Fund
Fund A
Axis Large Cap Fund
Axis Large Cap Fund - Direct Plan - Growth Option
Open Ended Schemes(Equity Schemes - Large Cap Fund) · Axis Mutual Fund
Fund B
UTI Value Fund
UTI Value Fund - Direct Plan - Growth
Open Ended Schemes(Equity Schemes - Value Fund) · UTI Mutual Fund
Overlap
25.4%
- Shared holdings
- 18
- Holdings in A
- 50
- Holdings in B
- 66
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 18 shared holdings, ordered by the smaller of the two weights.
| Holding | Axis Large Cap Fund | UTI Value Fund |
|---|---|---|
| HDFC Bank Limited | 8.25% | 7.97% |
| ICICI Bank Limited | 9.29% | 6.26% |
| Bharti Airtel Limited | 5.07% | 4.23% |
| Axis Bank Limited | 3.23% | 3.94% |
| Mahindra & Mahindra Limited | 3.85% | 2.99% |
| Kotak Mahindra Bank Limited | 2.74% | 4.16% |
| Reliance Industries Limited | 3.25% | 2.50% |
| Infosys Limited | 1.57% | 3.19% |
| State Bank of India | 1.52% | 3.30% |
| Larsen & Toubro Limited | 3.26% | 1.41% |
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.