Fund overlap
SBI EQUITY SAVINGS FUND vs UTI Nifty 50 ETF
Fund A
SBI EQUITY SAVINGS FUND
SBI EQUITY SAVINGS FUND - Direct Plan - IDCW
Open Ended Schemes(Hybrid Scheme - Equity Savings) · SBI Mutual Fund
Fund B
UTI Nifty 50 ETF
UTI Nifty 50 ETF - Direct Plan
Open Ended Schemes(Exchange Traded Funds (ETFs) - Equity ETF) · UTI Mutual Fund
Overlap
24.3%
- Shared holdings
- 31
- Holdings in A
- 107
- Holdings in B
- 50
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 31 shared holdings, ordered by the smaller of the two weights.
| Holding | SBI EQUITY SAVINGS FUND | UTI Nifty 50 ETF |
|---|---|---|
| HDFC Bank Ltd. | 5.80% | 10.38% |
| ICICI Bank Ltd. | 5.14% | 9.05% |
| Reliance Industries Ltd. | 5.04% | 7.58% |
| Bharti Airtel Ltd. | 3.58% | 5.10% |
| Kotak Mahindra Bank Ltd. | 6.73% | 2.93% |
| Bajaj Finance Ltd. | 1.77% | 2.50% |
| Mahindra & Mahindra Ltd. | 1.76% | 2.52% |
| Axis Bank Ltd. | 1.63% | 3.37% |
| Hindalco Industries Ltd. | 1.62% | 1.30% |
| Ultratech Cement Ltd. | 2.02% | 1.24% |
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.