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9 of 119 unique stocks in common · Jaccard: 7.6%
A weighted portfolio overlap of 11.37% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹11.37 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 Larsen & Toubro, which commands a weight of 3.99% in DSP India T.I.G.E.R. Fund and 3.55% in HDFC Flexi Cap Fund. Holding both schemes increases your concentration in Larsen & Toubro 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 HDFC |
|---|---|---|
| Larsen & ToubroConstruction | 3.99% | 3.55% |
| Bharti AirtelTelecom - Services | 2.58% | 2.96% |
| Reliance IndustriesPetroleum Products | 4.35% | 2.01% |
| Power Grid Corporation of IndiaPower | 1.41% | 2.51% |
| Kalpataru Projects InternationalConstruction | 1.77% | 0.59% |
| Apollo Hospitals EnterpriseHealthcare Services | 4.10% | 0.58% |
| Oil & Natural Gas CorporationOil | 1.42% | 0.58% |
| Nippon Life India Asset ManagementCapital Markets | 1.52% | 0.05% |
| Bharat ElectronicsAerospace & Defense | 1.94% | 0.02% |
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.