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9 of 99 unique stocks in common · Jaccard: 9.1%
A weighted portfolio overlap of 10.42% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹10.42 is allocated to the exact same companies at the same relative proportions. The schemes share 9 common holdings.
The largest overlapping asset in their portfolios is Bharti Airtel, which commands a weight of 3.51% in DSP Dynamic Asset Allocation Fund and 7.23% in ICICI Prudential Bharat Consumption Fund. Holding both schemes increases your concentration in Bharti Airtel 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 ICICI |
|---|---|---|
| Bharti AirtelTelecom - Services | 3.51% | 7.23% |
| Mahindra & MahindraAutomobiles | 1.61% | 5.45% |
| Titan CompanyConsumer Durables | 1.40% | 2.54% |
| Hindustan UnileverDiversified FMCG | 0.99% | 7.29% |
| EternalRetailing | 0.91% | 6.14% |
| ITCDiversified FMCG | 0.81% | 4.05% |
| NTPCPower | 1.12% | 0.54% |
| LG Electronics IndiaConsumer Durables | 1.32% | 0.41% |
| La Opala RGConsumer Durables | 0.25% | 0.49% |
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.