Fund overlap
UTI Large & Mid Cap Fund vs HDFC Large & Mid Cap Fund
Fund A
UTI Large & Mid Cap Fund
UTI Large & Mid Cap Fund - Direct Plan - IDCW
Open Ended Schemes(Equity Scheme - Large & Mid Cap Fund) · UTI Mutual Fund
Fund B
HDFC Large & Mid Cap Fund
HDFC Large & Mid Cap Fund - Direct Plan - Growth Option
Open Ended Schemes(Equity Schemes - Large & Mid Cap Fund) · HDFC Mutual Fund
Overlap
17.2%
- Shared holdings
- 39
- Holdings in A
- 74
- Holdings in B
- 241
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 39 shared holdings, ordered by the smaller of the two weights.
| Holding | UTI Large & Mid Cap Fund | HDFC Large & Mid Cap Fund |
|---|---|---|
| ICICI BANK LTD | 4.55% | 3.66% |
| HDFC BANK LIMITED | 5.48% | 3.64% |
| BHARTI AIRTEL LTD. | 1.92% | 1.79% |
| RELIANCE INDUSTRIES LTD. | 3.74% | 1.42% |
| STATE BANK OF INDIA | 2.91% | 1.42% |
| AUROBINDO PHARMA LTD. | 2.63% | 1.27% |
| AJANTA PHARMA LTD. | 1.33% | 1.14% |
| SHRIRAM FINANCE LTD | 1.34% | 1.11% |
| INFOSYS LTD. | 2.91% | 1.04% |
| INDUSIND BANK | 1.00% | 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.