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7 of 78 unique stocks in common · Jaccard: 9%
A weighted portfolio overlap of 8.73% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹8.73 is allocated to the exact same companies at the same relative proportions. The schemes share 7 common holdings.
The largest overlapping asset in their portfolios is Mahindra & Mahindra, which commands a weight of 3.58% in DSP Aggressive Hybrid Fund and 3.80% in SBI Consumption Opportunities Fund. Holding both schemes increases your concentration in Mahindra & Mahindra 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 | in SBI |
|---|---|---|
| Mahindra & MahindraAutomobiles | 3.58% | 3.80% |
| Maruti Suzuki IndiaAutomobiles | 1.54% | 4.21% |
| Bharti AirtelTelecom - Services | 1.25% | 3.10% |
| Asian PaintsConsumer Durables | 0.99% | 5.51% |
| EmamiPersonal Products | 1.62% | 0.85% |
| Tata MotorsAgricultural, Commercial & Construction Vehicles | 0.44% | 1.62% |
| Ganesha EcosphereTextiles & Apparels | 0.08% | 2.11% |
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.