Fund overlap
Axis Midcap Fund vs UTI - Mid Cap Fund
Fund A
Axis Midcap Fund
Axis Midcap Fund - Direct Plan - IDCW Option
Open Ended Schemes(Equity Scheme - Mid Cap Fund) · Axis 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
18.4%
- Shared holdings
- 34
- Holdings in A
- 87
- 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 34 shared holdings, ordered by the smaller of the two weights.
| Holding | Axis Midcap Fund | UTI - Mid Cap Fund |
|---|---|---|
| The Federal Bank Limited | 3.98% | 1.98% |
| The Phoenix Mills Limited | 2.29% | 1.95% |
| Bharat Heavy Electricals Limited | 1.94% | 1.78% |
| Coforge Limited | 1.52% | 3.01% |
| Schaeffler India Limited | 1.52% | 1.50% |
| PB Fintech Limited | 1.44% | 1.61% |
| Lenskart Solutions Limited | 2.22% | 1.44% |
| Multi Commodity Exchange of India Limited | 1.62% | 1.34% |
| AU Small Finance Bank Limited | 1.23% | 2.75% |
| Torrent Power Limited | 1.18% | 1.46% |
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.