Fund overlap
UTI - Large Cap Fund vs Aditya Birla Sun Life Banking and Financial Services Fund
Fund A
UTI - Large Cap Fund
UTI - Large Cap Fund - Direct Plan - Growth
Open Ended Schemes(Equity Scheme - Large Cap Fund) · UTI Mutual Fund
Fund B
Aditya Birla Sun Life Banking and Financial Services Fund
Aditya Birla Sun Life Banking and Financial Services Fund - Direct Plan - GROWTH
Open Ended Schemes(Equity Scheme - Sectoral/ Thematic) · Aditya Birla Sun Life Mutual Fund
Overlap
20.2%
- Shared holdings
- 11
- Holdings in A
- 67
- Holdings in B
- 43
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 11 shared holdings, ordered by the smaller of the two weights.
| Holding | UTI - Large Cap Fund | Aditya Birla Sun Life Banking and Financial Services Fund |
|---|---|---|
| HDFC BANK LIMITED | 9.20% | 10.52% |
| ICICI BANK LTD | 8.98% | 13.86% |
| KOTAK MAHINDRA BANK LTD. | 5.12% | 3.62% |
| BAJAJ FINANCE LTD. | 3.22% | 6.73% |
| AXIS BANK LTD. | 3.14% | 8.05% |
| STATE BANK OF INDIA | 1.73% | 5.05% |
| SBI LIFE INSURANCE COMPANY LTD | 1.18% | 2.66% |
| HDFC LIFE INSURANCE COMPANY LI | 1.34% | 1.04% |
| TATA CAPITAL LTD | 0.64% | 2.18% |
| PB FINTECH LTD | 0.52% | 1.76% |
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.