Fund overlap

Aditya Birla Sun Life Flexi Cap Fund vs UTI - Flexi Cap Fund.

Fund A

Aditya Birla Sun Life Flexi Cap Fund

Aditya Birla Sun Life Flexi Cap Fund - Direct Plan - GROWTH

Open Ended Schemes(Equity Scheme - Flexi Cap Fund) · Aditya Birla Sun Life Mutual Fund

Fund B

UTI - Flexi Cap Fund.

UTI - Flexi Cap Fund. - Direct Plan - Growth

Open Ended Schemes(Equity Scheme - Flexi Cap Fund) · UTI Mutual Fund

Overlap

17.6%

Shared holdings
20
Holdings in A
82
Holdings in B
56

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.

HoldingAditya Birla Sun Life Flexi Cap FundUTI - Flexi Cap Fund.
ICICI Bank Ltd.5.60%5.81%
HDFC Bank Ltd.3.91%4.61%
Kotak Mahindra Bank Ltd.3.55%3.41%
Trent Ltd.1.73%2.10%
Bharti Airtel Ltd.1.70%3.37%
Dr. Lal Path labs Ltd.1.67%2.22%
Persistent Systems Ltd.1.58%3.44%
Mahindra & Mahindra Ltd.1.41%2.44%
Eternal Ltd.1.27%6.56%
CG Power and Industrial Solutions Ltd.1.51%1.19%

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.