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25 of 58 unique stocks in common · Jaccard: 43.1%
A weighted portfolio overlap of 49.43% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹49.43 is allocated to the exact same companies at the same relative proportions. The schemes share 25 common holdings.
The largest overlapping asset in their portfolios is HDFC Bank, which commands a weight of 8.43% in DSP Aggressive Hybrid Fund and 9.19% in DSP Large Cap Fund. Holding both schemes increases your concentration in HDFC Bank 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 DSP Aggressive | in DSP Large |
|---|---|---|
| HDFC BankBanks | 8.43% | 9.19% |
| ICICI BankBanks | 5.94% | 9.46% |
| ITCDiversified FMCG | 4.12% | 5.63% |
| Axis BankBanks | 3.81% | 5.74% |
| Mahindra & MahindraAutomobiles | 3.58% | 4.98% |
| CiplaPharmaceuticals & Biotechnology | 4.18% | 3.12% |
| SBI Life Insurance CompanyInsurance | 2.55% | 2.67% |
| Kotak Mahindra BankBanks | 3.90% | 2.48% |
| InfosysIT - Software | 2.22% | 5.00% |
| HDFC Life Insurance CompanyInsurance | 1.60% | 2.90% |
| Maruti Suzuki IndiaAutomobiles | 1.54% | 2.29% |
| Bharti AirtelTelecom - Services | 1.25% | 4.99% |
| Petronet LNGGas | 1.17% | 1.22% |
| Indus TowersTelecom - Services | 1.13% | 1.43% |
| NTPCPower | 1.09% | 3.41% |
| ICICI Lombard General Insurance CompanyInsurance | 1.06% | 1.06% |
| IPCA LaboratoriesPharmaceuticals & Biotechnology | 0.94% | 0.69% |
| State Bank of IndiaBanks | 0.63% | 0.74% |
| CyientIT - Services | 0.65% | 0.61% |
| Alembic PharmaceuticalsPharmaceuticals & Biotechnology | 0.52% | 0.62% |
| Asian PaintsConsumer Durables | 0.99% | 0.46% |
| Tata MotorsAgricultural, Commercial & Construction Vehicles | 0.44% | 0.64% |
| Power Finance CorporationFinance | 0.53% | 0.41% |
| Indian Oil CorporationPetroleum Products | 0.30% | 0.36% |
| Bharat Petroleum CorporationPetroleum Products | 0.28% | 0.50% |
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.