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7 of 113 unique stocks in common · Jaccard: 6.2%
A weighted portfolio overlap of 9.28% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹9.28 is allocated to the exact same companies at the same relative proportions. The schemes share 7 common holdings.
The largest overlapping asset in their portfolios is Ultratech Cement, which commands a weight of 2.09% in DSP India T.I.G.E.R. Fund and 2.44% in Tata Ethical Fund. Holding both schemes increases your concentration in Ultratech Cement 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 Tata |
|---|---|---|
| Ultratech CementCement & Cement Products | 2.09% | 2.44% |
| Bharat Petroleum CorporationPetroleum Products | 1.74% | 2.18% |
| Jindal SteelFerrous Metals | 1.46% | 2.78% |
| Asian PaintsConsumer Durables | 1.47% | 1.18% |
| Carborundum UniversalIndustrial Products | 1.45% | 1.11% |
| Samvardhana Motherson InternationalAuto Components | 1.07% | 1.44% |
| Schaeffler IndiaAuto Components | 1.09% | 0.63% |
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.