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20 of 73 unique stocks in common · Jaccard: 27.4%
A weighted portfolio overlap of 47.36% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹47.36 is allocated to the exact same companies at the same relative proportions. The schemes share 20 common holdings.
The largest overlapping asset in their portfolios is ICICI Bank, which commands a weight of 10.15% in DSP Large Cap Fund and 8.66% in SBI Large Cap Fund. Holding both schemes increases your concentration in ICICI Bank 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 SBI |
|---|---|---|
| ICICI BankBanks | 10.15% | 8.66% |
| HDFC BankBanks | 9.44% | 7.78% |
| Larsen & ToubroConstruction | 4.77% | 5.43% |
| InfosysIT - Software | 4.52% | 3.66% |
| Reliance IndustriesPetroleum Products | 4.08% | 3.59% |
| Axis BankBanks | 5.86% | 3.24% |
| HDFC Life Insurance CompanyInsurance | 2.68% | 2.86% |
| Kotak Mahindra BankBanks | 2.42% | 3.65% |
| Asian PaintsConsumer Durables | 2.19% | 3.56% |
| Bharti AirtelTelecom - Services | 5.83% | 2.10% |
| Life Insurance Corporation Of IndiaInsurance | 1.04% | 0.97% |
| Interglobe AviationTransport Services | 0.89% | 1.04% |
| State Bank of IndiaBanks | 0.82% | 3.67% |
| Ultratech CementCement & Cement Products | 2.67% | 0.72% |
| Shree CementCement & Cement Products | 0.71% | 2.00% |
| Page IndustriesTextiles & Apparels | 0.70% | 2.06% |
| Tata MotorsAgricultural, Commercial & Construction Vehicles | 0.64% | 3.25% |
| Indus TowersTelecom - Services | 0.47% | 0.45% |
| CiplaPharmaceuticals & Biotechnology | 2.98% | 0.19% |
| ICICI Prudential Life Insurance CompanyInsurance | 0.18% | 0.95% |
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.