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11 of 101 unique stocks in common · Jaccard: 10.9%
A weighted portfolio overlap of 17.36% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹17.36 is allocated to the exact same companies at the same relative proportions. The schemes share 11 common holdings.
The largest overlapping asset in their portfolios is Reliance Industries, which commands a weight of 4.35% in DSP India T.I.G.E.R. Fund and 4.02% in Tata Retirement Savings Fund-Progressive Plan. 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 Tata |
|---|---|---|
| Reliance IndustriesPetroleum Products | 4.35% | 4.02% |
| Rainbow Childrens MedicareHealthcare Services | 2.03% | 2.21% |
| Solar Industries IndiaChemicals & Petrochemicals | 1.96% | 5.55% |
| Coal IndiaConsumable Fuels | 2.55% | 1.62% |
| Polycab IndiaIndustrial Products | 1.55% | 2.80% |
| Multi Commodity Exchange of IndiaCapital Markets | 1.53% | 3.37% |
| Nippon Life India Asset ManagementCapital Markets | 1.52% | 2.74% |
| Kirloskar Pneumatic CompanyIndustrial Products | 1.09% | 2.03% |
| Apollo Hospitals EnterpriseHealthcare Services | 4.10% | 1.04% |
| Bharat ElectronicsAerospace & Defense | 1.94% | 0.87% |
| Exide IndustriesAuto Components | 0.13% | 1.89% |
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.