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13 of 215 unique stocks in common · Jaccard: 6%
A weighted portfolio overlap of 10.85% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹10.85 is allocated to the exact same companies at the same relative proportions. The schemes share 13 common holdings.
The largest overlapping asset in their portfolios is Infosys, which commands a weight of 2.65% in DSP Focused Fund and 7.13% in UTI Nifty500 Shariah Index Fund. Holding both schemes increases your concentration in Infosys 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 UTI |
|---|---|---|
| InfosysIT - Software | 2.65% | 7.13% |
| Tech MahindraIT - Software | 2.23% | 1.65% |
| Samvardhana Motherson InternationalAuto Components | 3.58% | 1.13% |
| Hero MotoCorpAutomobiles | 2.48% | 1.11% |
| Bharat Petroleum CorporationPetroleum Products | 2.55% | 1.06% |
| Polycab IndiaIndustrial Products | 3.37% | 0.88% |
| CoforgeIT - Software | 3.53% | 0.87% |
| IPCA LaboratoriesPharmaceuticals & Biotechnology | 2.60% | 0.37% |
| Coromandel InternationalFertilizers & Agrochemicals | 2.64% | 0.36% |
| Petronet LNGGas | 1.81% | 0.36% |
| Syngene InternationalHealthcare Services | 1.76% | 0.15% |
| PG ElectroplastConsumer Durables | 1.79% | 0.14% |
| Cohance LifesciencesPharmaceuticals & Biotechnology | 1.03% | 0.12% |
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.