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3 of 70 unique stocks in common · Jaccard: 4.3%
A weighted portfolio overlap of 3.27% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹3.27 is allocated to the exact same companies at the same relative proportions. The schemes share 3 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 1.76% in SBI Nifty 50 ETF. 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% | 1.76% |
| Apollo Hospitals EnterpriseHealthcare Services | 4.81% | 0.78% |
| CiplaPharmaceuticals & Biotechnology | 7.68% | 0.73% |
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.