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8 of 99 unique stocks in common · Jaccard: 8.1%
A weighted portfolio overlap of 13.8% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹13.8 is allocated to the exact same companies at the same relative proportions. The schemes share 8 common holdings.
The largest overlapping asset in their portfolios is Reliance Industries, which commands a weight of 6.69% in DSP India T.I.G.E.R. Fund and 2.83% in Franklin India Opportunities Fund. Holding both schemes increases your concentration in Reliance 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 Franklin |
|---|---|---|
| Reliance IndustriesPetroleum Products | 6.69% | 2.83% |
| NTPCPower | 4.68% | 2.52% |
| Hindustan AeronauticsAerospace & Defense | 2.41% | 7.68% |
| Kirloskar Oil EnginesIndustrial Products | 1.99% | 2.78% |
| Asian PaintsConsumer Durables | 1.47% | 2.78% |
| PB FintechFinancial Technology (Fintech) | 1.32% | 2.10% |
| APL Apollo TubesIndustrial Products | 0.79% | 3.80% |
| SKF India (Industrial)Industrial Products | 0.47% | 1.49% |
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 Aug 2026). Equity holdings only, ISIN-verified. Not investment advice.