How much do DSP Aggressive Hybrid Fund and ICICI Prudential Balanced Advantage Fund overlap?

They share 22 common holdings, a weighted portfolio overlap of about 22.14% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 22.14% overlap mean?

Weighted overlap sums the smaller of the two weights for each shared stock, so it approximates how much of the two portfolios coincide. Higher overlap means holding both funds adds less diversification.

Fund overlap

DSP Aggressive Hybrid Fund vs ICICI Prudential Balanced Advantage Fund

DSP MF · HybridICICI Pru MF · Hybrid· as on May 2026

Weighted portfolio overlap

22.14%

Moderate overlap

Common

Only DSP

Only ICICI

22 of 122 unique stocks in common · Jaccard: 18%

Common holdings

Stock	in DSP	in ICICI
ICICI BankBanks	5.94%	3.82%
HDFC BankBanks	8.43%	3.52%
InfosysIT - Software	2.22%	2.83%
Axis BankBanks	3.81%	1.67%
Maruti Suzuki IndiaAutomobiles	1.54%	2.03%
Kotak Mahindra BankBanks	3.90%	1.26%
Bharti AirtelTelecom - Services	1.25%	1.28%
NTPCPower	1.09%	1.24%
Samvardhana Motherson InternationalAuto Components	0.96%	1.40%
SBI Life Insurance CompanyInsurance	2.55%	0.73%
Mahindra & MahindraAutomobiles	3.58%	0.70%
State Bank of IndiaBanks	0.63%	1.78%
PI IndustriesFertilizers & Agrochemicals	0.45%	0.77%
Tata MotorsAgricultural, Commercial & Construction Vehicles	0.44%	0.87%
HDFC Life Insurance CompanyInsurance	1.60%	0.39%
Asian PaintsConsumer Durables	0.99%	0.36%
Bajaj FinanceFinance	1.20%	0.34%
ICICI Lombard General Insurance CompanyInsurance	1.06%	0.28%
ITCDiversified FMCG	4.12%	0.22%
Canara HSBC Life Insurance CompanyInsurance	0.77%	0.14%
Hindustan Petroleum CorporationPetroleum Products	0.31%	0.07%
Bharat Petroleum CorporationPetroleum Products	0.28%	0.05%

FAQ

How much do DSP Aggressive Hybrid Fund and ICICI Prudential Balanced Advantage Fund overlap?: They share 22 common holdings, a weighted portfolio overlap of about 22.14% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 22.14% overlap mean?: Weighted overlap sums the smaller of the two weights for each shared stock, so it approximates how much of the two portfolios coincide. Higher overlap means holding both funds adds less diversification.

Related comparisons

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.