How much do DSP Flexi Cap Fund and Tata Nifty500 Multicap Infrastructure 50-30-20 Index Fund overlap?

They share 11 common holdings, a weighted portfolio overlap of about 10.37% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.

What does 10.37% 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 Flexi Cap Fund vs Tata Nifty500 Multicap Infrastructure 50-30-20 Index Fund

DSP MF · Flexi CapTata MF · Index Fund· as on May 2026

Weighted portfolio overlap

10.37%

Low overlap

Common

Only DSP

Only Tata

11 of 128 unique stocks in common · Jaccard: 8.6%

Overlap Analysis & Diversification Assessment

A weighted portfolio overlap of 10.37% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹10.37 is allocated to the exact same companies at the same relative proportions. The schemes share 11 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 9.87% in Tata Nifty500 Multicap Infrastructure 50-30-20 Index 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).

Common holdings

Stock	in DSP	in Tata
Bharti AirtelTelecom - Services	2.94%	9.87%
Indus TowersTelecom - Services	1.59%	2.07%
Bharat Petroleum CorporationPetroleum Products	2.04%	1.06%
Oil IndiaOil	0.88%	0.94%
Kirloskar Oil EnginesIndustrial Products	1.98%	0.80%
Tube Investments of IndiaAuto Components	0.79%	1.21%
Petronet LNGGas	0.83%	0.73%
UNO MindaAuto Components	1.65%	0.72%
Hindustan Petroleum CorporationPetroleum Products	0.39%	1.37%
KEC InternationalConstruction	0.98%	0.32%
The Phoenix MillsRealty	0.15%	1.20%

FAQ

How much do DSP Flexi Cap Fund and Tata Nifty500 Multicap Infrastructure 50-30-20 Index Fund overlap?: They share 11 common holdings, a weighted portfolio overlap of about 10.37% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.
What does 10.37% 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.