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11 of 61 unique stocks in common · Jaccard: 18%
A weighted portfolio overlap of 36.49% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹36.49 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 ICICI Bank, which commands a weight of 8.71% in DSP Focused Fund and 8.25% in Tata Large Cap 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 | in Tata |
|---|---|---|
| ICICI BankBanks | 8.71% | 8.25% |
| HDFC BankBanks | 8.06% | 6.03% |
| Bharti AirtelTelecom - Services | 4.10% | 5.76% |
| Axis BankBanks | 5.35% | 2.97% |
| State Bank of IndiaBanks | 3.22% | 2.95% |
| Bajaj FinanceFinance | 2.68% | 2.88% |
| InfosysIT - Software | 2.65% | 3.28% |
| Samvardhana Motherson InternationalAuto Components | 3.58% | 2.64% |
| Tech MahindraIT - Software | 2.23% | 2.10% |
| Bharat Petroleum CorporationPetroleum Products | 2.55% | 1.11% |
| Westlife FoodworldLeisure Services | 1.51% | 1.01% |
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.