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.

HoldingSBI EQUITY SAVINGS FUNDUTI 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.