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10 of 99 unique stocks in common · Jaccard: 10.1%
A weighted portfolio overlap of 12.41% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹12.41 is allocated to the exact same companies at the same relative proportions. The schemes share 10 common holdings.
The largest overlapping asset in their portfolios is Bharti Airtel, which commands a weight of 2.94% in DSP Flexi Cap Fund and 6.80% in Kotak 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 Kotak |
|---|---|---|
| Bharti AirtelTelecom - Services | 2.94% | 6.80% |
| Radico KhaitanBeverages | 1.87% | 5.18% |
| Mahindra & MahindraAutomobiles | 3.23% | 1.83% |
| Avenue SupermartsRetailing | 1.39% | 1.70% |
| EternalRetailing | 1.36% | 5.98% |
| Hero MotoCorpAutomobiles | 1.23% | 4.95% |
| Century Plyboards (India)Consumer Durables | 1.17% | 0.62% |
| Indigo PaintsConsumer Durables | 0.50% | 0.89% |
| Hindustan UnileverDiversified FMCG | 0.37% | 4.00% |
| EmamiPersonal Products | 0.30% | 0.81% |
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.