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11 of 44 unique stocks in common · Jaccard: 25%
A weighted portfolio overlap of 29.41% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹29.41 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 Sun Pharmaceutical Industries, which commands a weight of 8.35% in DSP Healthcare Fund and 11.03% in SBI Healthcare Opportunities Fund. Holding both schemes increases your concentration in Sun Pharmaceutical Industries 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 SBI |
|---|---|---|
| Sun Pharmaceutical IndustriesPharmaceuticals & Biotechnology | 8.35% | 11.03% |
| Apollo Hospitals EnterpriseHealthcare Services | 4.81% | 5.37% |
| Laurus LabsPharmaceuticals & Biotechnology | 3.76% | 3.58% |
| Gland PharmaPharmaceuticals & Biotechnology | 6.26% | 2.96% |
| Sai Life SciencesPharmaceuticals & Biotechnology | 6.86% | 2.54% |
| CiplaPharmaceuticals & Biotechnology | 7.68% | 1.84% |
| Cohance LifesciencesPharmaceuticals & Biotechnology | 4.15% | 1.70% |
| Concord BiotechPharmaceuticals & Biotechnology | 1.58% | 1.66% |
| Nephrocare Health ServicesHealthcare Services | 1.15% | 1.05% |
| Alkem LaboratoriesPharmaceuticals & Biotechnology | 0.62% | 2.11% |
| Jupiter Life Line HospitalsHealthcare Services | 0.38% | 2.62% |
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.