Loading fund overlap…
23 of 291 unique stocks in common · Jaccard: 7.9%
A weighted portfolio overlap of 10.38% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹10.38 is allocated to the exact same companies at the same relative proportions. The schemes share 23 common holdings.
The largest overlapping asset in their portfolios is Sansera Engineering, which commands a weight of 1.35% in Back to Index and 2.76% in DSP Small Cap Fund. Holding both schemes increases your concentration in Sansera Engineering rather than expanding your diversification.
If the overlap is above 30%, it is typically because both schemes benchmark to the same index (e.g. Nifty 50 or Nifty LargeMidcap 250) or overlap in their top large-cap picks. To improve your portfolio's diversification, consider allocating one of these tranches to a category with lower structural correlation (such as a mid-cap, small-cap, or international equity fund).
| Stock | in Back | in DSP |
|---|---|---|
| Sansera EngineeringAuto Components | 1.35% | 2.76% |
| Voltamp TransformersElectrical Equipment | 1.04% | 1.35% |
| Shriram Pistons & RingsAuto Components | 0.67% | 2.00% |
| Prudent Corporate Advisory ServicesCapital Markets | 0.62% | 1.49% |
| Lumax Auto TechnologiesAuto Components | 0.61% | 5.01% |
| Thangamayil JewelleryConsumer Durables | 0.59% | 3.42% |
| Alembic PharmaceuticalsPharmaceuticals & Biotechnology | 0.52% | 0.60% |
| GHCLChemicals & Petrochemicals | 0.45% | 0.56% |
| Ujjivan Small Finance BankBanks | 1.33% | 0.45% |
| Triveni Engineering & IndustriesAgricultural Food & Other Products | 0.44% | 1.81% |
| Archean Chemical IndustriesChemicals & Petrochemicals | 0.43% | 1.12% |
| Safari Industries (India)Consumer Durables | 0.40% | 1.06% |
| Westlife FoodworldLeisure Services | 0.40% | 0.67% |
| Equitas Small Finance BankBanks | 0.95% | 0.35% |
| Sudarshan Chemical IndustriesChemicals & Petrochemicals | 0.82% | 0.33% |
| Sharda CropchemFertilizers & Agrochemicals | 0.30% | 0.66% |
| CSB BankBanks | 0.47% | 0.29% |
| Campus ActivewearConsumer Durables | 0.26% | 0.98% |
| Sheela FoamConsumer Durables | 0.24% | 0.48% |
| Jamna Auto IndustriesAuto Components | 0.29% | 0.20% |
| Aarti DrugsPharmaceuticals & Biotechnology | 0.16% | 1.32% |
| IFB IndustriesConsumer Durables | 0.14% | 1.19% |
| Just DialRetailing | 0.14% | 0.44% |
Weighted overlap = Σ min(weight in fund A, weight in fund B) across shared stocks, from each fund's latest public monthly portfolio (as on May 2026). Equity holdings only, ISIN-verified. Not investment advice.