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6 of 111 unique stocks in common · Jaccard: 5.4%
A weighted portfolio overlap of 7.08% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹7.08 is allocated to the exact same companies at the same relative proportions. The schemes share 6 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 1.91% in Kotak Pioneer 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 Kotak |
|---|---|---|
| Reliance IndustriesPetroleum Products | 6.69% | 1.91% |
| Solar Industries IndiaChemicals & Petrochemicals | 1.71% | 1.62% |
| PB FintechFinancial Technology (Fintech) | 1.32% | 2.70% |
| Schaeffler IndiaAuto Components | 1.09% | 0.92% |
| Jubilant IngreviaChemicals & Petrochemicals | 0.85% | 0.78% |
| Carborundum UniversalIndustrial Products | 1.45% | 0.53% |
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.