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11 of 75 unique stocks in common · Jaccard: 14.7%
A weighted portfolio overlap of 23.85% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹23.85 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 Bharti Airtel, which commands a weight of 4.99% in DSP Large Cap Fund and 9.20% in Kotak Rural Opportunities Fund. Holding both schemes increases your concentration in Bharti Airtel 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 |
|---|---|---|
| Bharti AirtelTelecom - Services | 4.99% | 9.20% |
| Mahindra & MahindraAutomobiles | 4.98% | 7.66% |
| NTPCPower | 3.41% | 3.16% |
| Ultratech CementCement & Cement Products | 2.65% | 2.89% |
| SBI Life Insurance CompanyInsurance | 2.67% | 2.07% |
| ITCDiversified FMCG | 5.63% | 1.85% |
| Indus TowersTelecom - Services | 1.43% | 2.50% |
| Maruti Suzuki IndiaAutomobiles | 2.29% | 0.99% |
| State Bank of IndiaBanks | 0.74% | 8.85% |
| Jubilant IngreviaChemicals & Petrochemicals | 0.94% | 0.53% |
| Asian PaintsConsumer Durables | 0.46% | 0.84% |
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.