Fund overlap
UTI - Large Cap Fund vs Axis Large & Mid Cap 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
Axis Large & Mid Cap Fund
Axis Large & Mid Cap Fund - Direct Plan - IDCW Option
Open Ended Schemes(Equity Schemes - Large & Mid Cap Fund) · Axis Mutual Fund
Overlap
17.9%
- Shared holdings
- 25
- Holdings in A
- 67
- Holdings in B
- 106
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 25 shared holdings, ordered by the smaller of the two weights.
| Holding | UTI - Large Cap Fund | Axis Large & Mid Cap Fund |
|---|---|---|
| ICICI BANK LTD | 8.98% | 4.43% |
| HDFC BANK LIMITED | 9.20% | 3.38% |
| ETERNAL LIMITED | 2.80% | 2.68% |
| BHARTI AIRTEL LTD. | 4.09% | 2.28% |
| RELIANCE INDUSTRIES LTD. | 5.13% | 2.19% |
| AXIS BANK LTD. | 3.14% | 2.03% |
| LARSEN & TOUBRO LTD. | 3.87% | 1.68% |
| BAJAJ FINANCE LTD. | 3.22% | 1.28% |
| MAHINDRA & MAHINDRA LTD. | 1.43% | 1.25% |
| STATE BANK OF INDIA | 1.73% | 1.12% |
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.