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18 of 111 unique stocks in common · Jaccard: 16.2%
A weighted portfolio overlap of 27.65% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹27.65 is allocated to the exact same companies at the same relative proportions. The schemes share 18 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 7.17% in HDFC Infrastructure 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% | 7.17% |
| NTPCPower | 4.14% | 3.80% |
| Reliance IndustriesPetroleum Products | 4.35% | 2.82% |
| Coal IndiaConsumable Fuels | 2.55% | 2.49% |
| Bharti AirtelTelecom - Services | 2.58% | 2.14% |
| Kalpataru Projects InternationalConstruction | 1.77% | 4.13% |
| Bharat ElectronicsAerospace & Defense | 1.94% | 1.48% |
| Oil & Natural Gas CorporationOil | 1.42% | 1.44% |
| Power Grid Corporation of IndiaPower | 1.41% | 2.91% |
| Hindustan AeronauticsAerospace & Defense | 2.18% | 1.35% |
| Apollo Hospitals EnterpriseHealthcare Services | 4.10% | 1.33% |
| Ultratech CementCement & Cement Products | 2.25% | 0.82% |
| Gujarat GasGas | 0.74% | 1.03% |
| Ahluwalia Contracts (India)Construction | 0.65% | 0.98% |
| Power Mech ProjectsConstruction | 0.53% | 0.91% |
| Ambuja CementsCement & Cement Products | 0.42% | 1.78% |
| Oberoi RealtyRealty | 0.76% | 0.36% |
| Bansal Wire IndustriesIndustrial Products | 0.51% | 0.13% |
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.