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28 of 727 unique stocks in common · Jaccard: 3.9%
A weighted portfolio overlap of 25.67% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹25.67 is allocated to the exact same companies at the same relative proportions. The schemes share 28 common holdings.
The largest overlapping asset in their portfolios is HDFC Bank, which commands a weight of 8.06% in DSP Focused Fund and 7.27% in IB18-Groww Nifty Total Market Index 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 | in IB18-Groww |
|---|---|---|
| HDFC BankBanks | 8.06% | 7.27% |
| ICICI BankBanks | 8.71% | 4.63% |
| Bharti AirtelTelecom - Services | 4.10% | 2.70% |
| InfosysIT - Software | 2.65% | 2.57% |
| State Bank of IndiaBanks | 3.22% | 1.87% |
| Axis BankBanks | 5.35% | 1.70% |
| Bajaj FinanceFinance | 2.68% | 1.34% |
| Tech MahindraIT - Software | 2.23% | 0.44% |
| SBI Life Insurance CompanyInsurance | 4.15% | 0.42% |
| Hero MotoCorpAutomobiles | 2.48% | 0.35% |
| Cholamandalam Investment and Finance CompanyFinance | 4.02% | 0.34% |
| Bharat Petroleum CorporationPetroleum Products | 2.55% | 0.33% |
| CoforgeIT - Software | 3.53% | 0.29% |
| Power Finance CorporationFinance | 2.06% | 0.28% |
| Samvardhana Motherson InternationalAuto Components | 3.58% | 0.23% |
| Polycab IndiaIndustrial Products | 3.37% | 0.19% |
| The Phoenix MillsRealty | 3.99% | 0.15% |
| Coromandel InternationalFertilizers & Agrochemicals | 2.64% | 0.12% |
| Petronet LNGGas | 1.81% | 0.10% |
| IPCA LaboratoriesPharmaceuticals & Biotechnology | 2.60% | 0.09% |
| Syngene InternationalHealthcare Services | 1.76% | 0.06% |
| Cohance LifesciencesPharmaceuticals & Biotechnology | 1.03% | 0.05% |
| PG ElectroplastConsumer Durables | 1.79% | 0.04% |
| Kirloskar Oil EnginesIndustrial Products | 2.71% | 0.04% |
| Century Plyboards (India)Consumer Durables | 1.94% | 0.02% |
| Prudent Corporate Advisory ServicesCapital Markets | 2.27% | 0.02% |
| Mrs Bectors Food SpecialitiesFood Products | 1.79% | 0.02% |
| Westlife FoodworldLeisure Services | 1.51% | 0.02% |
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.