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6 of 68 unique stocks in common · Jaccard: 8.8%
A weighted portfolio overlap of 14.53% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹14.53 is allocated to the exact same companies at the same relative proportions. The schemes share 6 common holdings.
The largest overlapping asset in their portfolios is Bharti Airtel, which commands a weight of 4.10% in DSP Focused Fund and 9.20% in Kotak Rural Opportunities 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 | 4.10% | 9.20% |
| State Bank of IndiaBanks | 3.22% | 8.85% |
| Bajaj FinanceFinance | 2.68% | 2.57% |
| Cholamandalam Investment and Finance CompanyFinance | 4.02% | 2.13% |
| SBI Life Insurance CompanyInsurance | 4.15% | 2.07% |
| Coromandel InternationalFertilizers & Agrochemicals | 2.64% | 0.44% |
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.