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15 of 225 unique stocks in common · Jaccard: 6.7%
A weighted portfolio overlap of 15.68% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹15.68 is allocated to the exact same companies at the same relative proportions. The schemes share 15 common holdings.
The largest overlapping asset in their portfolios is Infosys, which commands a weight of 5.00% in DSP Large Cap Fund and 7.13% in UTI Nifty500 Shariah Index Fund. Holding both schemes increases your concentration in Infosys 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 UTI |
|---|---|---|
| InfosysIT - Software | 5.00% | 7.13% |
| Ultratech CementCement & Cement Products | 2.65% | 2.38% |
| CiplaPharmaceuticals & Biotechnology | 3.12% | 1.38% |
| Hero MotoCorpAutomobiles | 1.97% | 1.11% |
| Oil & Natural Gas CorporationOil | 1.10% | 1.80% |
| Indus TowersTelecom - Services | 1.43% | 1.00% |
| GAIL (India)Gas | 1.16% | 0.78% |
| TrentRetailing | 0.53% | 1.64% |
| Bharat Petroleum CorporationPetroleum Products | 0.50% | 1.06% |
| Hyundai Motor IndiaAutomobiles | 1.59% | 0.48% |
| Asian PaintsConsumer Durables | 0.46% | 2.11% |
| IPCA LaboratoriesPharmaceuticals & Biotechnology | 0.69% | 0.37% |
| Petronet LNGGas | 1.22% | 0.36% |
| CyientIT - Services | 0.61% | 0.13% |
| Jubilant IngreviaChemicals & Petrochemicals | 0.94% | 0.10% |
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.