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17 of 71 unique stocks in common · Jaccard: 23.9%
A weighted portfolio overlap of 37.78% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹37.78 is allocated to the exact same companies at the same relative proportions. The schemes share 17 common holdings.
The largest overlapping asset in their portfolios is HDFC Bank, which commands a weight of 9.28% in DSP Business Cycle Fund and 7.65% in DSP Value 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 Business | in DSP Value |
|---|---|---|
| HDFC BankBanks | 9.28% | 7.65% |
| ICICI BankBanks | 8.48% | 7.34% |
| Bharti AirtelTelecom - Services | 3.11% | 3.14% |
| Larsen & ToubroConstruction | 4.23% | 2.99% |
| Reliance IndustriesPetroleum Products | 3.27% | 2.85% |
| Axis BankBanks | 7.19% | 2.55% |
| Mahindra & MahindraAutomobiles | 3.93% | 2.34% |
| Hero MotoCorpAutomobiles | 2.57% | 2.00% |
| HDFC Life Insurance CompanyInsurance | 1.49% | 1.95% |
| Ultratech CementCement & Cement Products | 2.88% | 1.34% |
| Maruti Suzuki IndiaAutomobiles | 2.94% | 1.16% |
| Coromandel InternationalFertilizers & Agrochemicals | 1.13% | 0.78% |
| SBI Life Insurance CompanyInsurance | 0.76% | 1.44% |
| Apollo TyresAuto Components | 0.97% | 0.73% |
| Bharat Petroleum CorporationPetroleum Products | 0.27% | 0.90% |
| Hindustan Petroleum CorporationPetroleum Products | 0.26% | 0.81% |
| Kalpataru Projects InternationalConstruction | 0.16% | 1.28% |
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.