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9 of 98 unique stocks in common · Jaccard: 9.2%
A weighted portfolio overlap of 18.22% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹18.22 is allocated to the exact same companies at the same relative proportions. The schemes share 9 common holdings.
The largest overlapping asset in their portfolios is Reliance Industries, which commands a weight of 4.35% in DSP India T.I.G.E.R. Fund and 4.65% 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 | 4.35% | 4.65% |
| NTPCPower | 4.14% | 3.32% |
| Kirloskar Oil EnginesIndustrial Products | 2.67% | 2.85% |
| Hindustan AeronauticsAerospace & Defense | 2.18% | 6.36% |
| Asian PaintsConsumer Durables | 1.74% | 3.12% |
| Amber Enterprises IndiaConsumer Durables | 1.61% | 2.21% |
| Ultratech CementCement & Cement Products | 2.25% | 1.50% |
| APL Apollo TubesIndustrial Products | 0.49% | 3.49% |
| SKF India (Industrial)Industrial Products | 0.36% | 0.94% |
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.