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

They share 24 common holdings, a weighted portfolio overlap of about 21.21% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 21.21% 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 Kotak Balanced Advantage Fund

DSP MF · HybridKotak MF · Hybrid· as on May 2026

Weighted portfolio overlap

21.21%

Moderate overlap

Common

Only DSP

107

Only Kotak

24 of 149 unique stocks in common · Jaccard: 16.1%

Common holdings

Stock	in DSP	in Kotak
ICICI BankBanks	5.94%	3.79%
HDFC BankBanks	8.43%	2.97%
Mahindra & MahindraAutomobiles	3.58%	1.46%
Axis BankBanks	3.81%	1.37%
Maruti Suzuki IndiaAutomobiles	1.54%	1.30%
Bharti AirtelTelecom - Services	1.25%	2.28%
Bajaj FinanceFinance	1.20%	1.62%
Kotak Mahindra BankBanks	3.90%	1.12%
ITCDiversified FMCG	4.12%	0.90%
NTPCPower	1.09%	0.82%
Coromandel InternationalFertilizers & Agrochemicals	0.66%	0.72%
ICICI Lombard General Insurance CompanyInsurance	1.06%	0.64%
State Bank of IndiaBanks	0.63%	3.43%
Power Finance CorporationFinance	0.53%	0.59%
Indus TowersTelecom - Services	1.13%	0.51%
Tata MotorsAgricultural, Commercial & Construction Vehicles	0.44%	0.33%
HDFC Life Insurance CompanyInsurance	1.60%	0.32%
Samvardhana Motherson InternationalAuto Components	0.96%	0.32%
Bharat Petroleum CorporationPetroleum Products	0.28%	0.80%
Asian PaintsConsumer Durables	0.99%	0.26%
CiplaPharmaceuticals & Biotechnology	4.18%	0.26%
Rainbow Childrens MedicareHealthcare Services	1.21%	0.16%
Alkem LaboratoriesPharmaceuticals & Biotechnology	1.35%	0.08%
InfosysIT - Software	2.22%	0.05%

FAQ

How much do DSP Aggressive Hybrid Fund and Kotak Balanced Advantage Fund overlap?: They share 24 common holdings, a weighted portfolio overlap of about 21.21% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 21.21% 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.