Fund overlap
UTI Nifty 50 ETF vs Axis Large & Mid Cap Fund
Fund A
UTI Nifty 50 ETF
UTI Nifty 50 ETF - Direct Plan
Open Ended Schemes(Exchange Traded Funds (ETFs) - Equity ETF) · 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
18.0%
- Shared holdings
- 20
- Holdings in A
- 50
- 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 20 shared holdings, ordered by the smaller of the two weights.
| Holding | UTI Nifty 50 ETF | Axis Large & Mid Cap Fund |
|---|---|---|
| ICICI BANK LTD | 9.05% | 4.43% |
| HDFC BANK LIMITED | 10.38% | 3.38% |
| BHARTI AIRTEL LTD. | 5.10% | 2.28% |
| ETERNAL LIMITED | 2.22% | 2.68% |
| RELIANCE INDUSTRIES LTD. | 7.58% | 2.19% |
| AXIS BANK LTD. | 3.37% | 2.03% |
| LARSEN & TOUBRO LTD. | 4.20% | 1.68% |
| SUN PHARMACEUTICALS INDUSTRIES | 1.84% | 1.33% |
| SHRIRAM FINANCE LTD | 1.32% | 1.54% |
| BAJAJ FINANCE LTD. | 2.50% | 1.28% |
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.