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26 of 67 unique stocks in common · Jaccard: 38.8%
A weighted portfolio overlap of 57.91% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹57.91 is allocated to the exact same companies at the same relative proportions. The schemes share 26 common holdings.
The largest overlapping asset in their portfolios is ICICI Bank, which commands a weight of 8.20% in DSP Flexi Cap Fund and 8.71% in DSP Focused Fund. Holding both schemes increases your concentration in ICICI 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 Flexi | in DSP Focused |
|---|---|---|
| ICICI BankBanks | 8.20% | 8.71% |
| HDFC BankBanks | 7.58% | 8.06% |
| Axis BankBanks | 5.11% | 5.35% |
| State Bank of IndiaBanks | 3.43% | 3.22% |
| Cholamandalam Investment and Finance CompanyFinance | 3.07% | 4.02% |
| Bharti AirtelTelecom - Services | 2.94% | 4.10% |
| Bajaj FinanceFinance | 2.61% | 2.68% |
| CoforgeIT - Software | 2.55% | 3.53% |
| Samvardhana Motherson InternationalAuto Components | 2.23% | 3.58% |
| Bharat Petroleum CorporationPetroleum Products | 2.04% | 2.55% |
| Kirloskar Oil EnginesIndustrial Products | 1.98% | 2.71% |
| InfosysIT - Software | 1.73% | 2.65% |
| Polycab IndiaIndustrial Products | 1.67% | 3.37% |
| Prudent Corporate Advisory ServicesCapital Markets | 1.56% | 2.27% |
| Power Finance CorporationFinance | 1.54% | 2.06% |
| Hero MotoCorpAutomobiles | 1.23% | 2.48% |
| SBI Life Insurance CompanyInsurance | 1.23% | 4.15% |
| Century Plyboards (India)Consumer Durables | 1.17% | 1.94% |
| IPCA LaboratoriesPharmaceuticals & Biotechnology | 1.13% | 2.60% |
| Coromandel InternationalFertilizers & Agrochemicals | 0.99% | 2.64% |
| Multi Commodity Exchange of IndiaCapital Markets | 0.99% | 1.76% |
| Cohance LifesciencesPharmaceuticals & Biotechnology | 0.90% | 1.03% |
| Petronet LNGGas | 0.83% | 1.81% |
| Syngene InternationalHealthcare Services | 0.82% | 1.76% |
| PG ElectroplastConsumer Durables | 0.44% | 1.79% |
| The Phoenix MillsRealty | 0.15% | 3.99% |
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.