How much do DSP Banking & Financial Services Fund and Kotak Banking and Financial Services Fund overlap?

They share 17 common holdings, a weighted portfolio overlap of about 54.51% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 54.51% 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 Banking & Financial Services Fund vs Kotak Banking and Financial Services Fund

DSP MF · Sectoral / ThematicKotak MF · Sectoral / Thematic· as on May 2026

Weighted portfolio overlap

54.51%

Moderate overlap

Common

Only DSP

Only Kotak

17 of 46 unique stocks in common · Jaccard: 37%

Common holdings

Stock	in DSP	in Kotak
ICICI BankBanks	9.22%	11.21%
Axis BankBanks	7.95%	8.08%
State Bank of IndiaBanks	5.06%	8.37%
Shriram FinanceFinance	4.68%	4.66%
HDFC BankBanks	4.61%	11.75%
Bajaj FinanceFinance	4.45%	5.73%
Kotak Mahindra BankBanks	4.64%	3.41%
Bank of MaharashtraBanks	2.56%	2.41%
Cholamandalam Investment and Finance CompanyFinance	5.02%	2.07%
SBI Life Insurance CompanyInsurance	4.22%	2.01%
Nippon Life India Asset ManagementCapital Markets	2.00%	2.55%
Ujjivan Small Finance BankBanks	3.82%	1.93%
Karur Vysya BankBanks	2.18%	1.84%
Prudent Corporate Advisory ServicesCapital Markets	1.33%	1.09%
Max Financial ServicesInsurance	3.24%	0.98%
Bank of BarodaBanks	0.61%	1.99%
Billionbrains Garage VenturesCapital Markets	0.21%	1.39%

FAQ

How much do DSP Banking & Financial Services Fund and Kotak Banking and Financial Services Fund overlap?: They share 17 common holdings, a weighted portfolio overlap of about 54.51% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 54.51% 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.