Loading fund overlap…
10 of 117 unique stocks in common · Jaccard: 8.5%
A weighted portfolio overlap of 11.45% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹11.45 is allocated to the exact same companies at the same relative proportions. The schemes share 10 common holdings.
The largest overlapping asset in their portfolios is Solar Industries India, which commands a weight of 1.96% in DSP India T.I.G.E.R. Fund and 2.55% in Kotak Midcap Fund. Holding both schemes increases your concentration in Solar Industries India 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 Kotak |
|---|---|---|
| Solar Industries IndiaChemicals & Petrochemicals | 1.96% | 2.55% |
| Bharat ElectronicsAerospace & Defense | 1.94% | 2.13% |
| Nippon Life India Asset ManagementCapital Markets | 1.52% | 1.62% |
| Max Financial ServicesInsurance | 1.83% | 1.47% |
| Schaeffler IndiaAuto Components | 1.20% | 1.92% |
| Jindal SteelFerrous Metals | 1.59% | 0.96% |
| Oberoi RealtyRealty | 0.76% | 2.10% |
| Apollo TyresAuto Components | 0.65% | 0.68% |
| Apollo Hospitals EnterpriseHealthcare Services | 4.10% | 0.57% |
| Techno Electric & Engineering CompanyConstruction | 1.17% | 0.42% |
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.