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21 of 115 unique stocks in common · Jaccard: 18.3%
A weighted portfolio overlap of 20.57% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹20.57 is allocated to the exact same companies at the same relative proportions. The schemes share 21 common holdings.
The largest overlapping asset in their portfolios is IPCA Laboratories, which commands a weight of 1.60% in DSP Large & Mid Cap Fund and 2.91% in Kotak Midcap Fund. Holding both schemes increases your concentration in IPCA Laboratories 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 |
|---|---|---|
| IPCA LaboratoriesPharmaceuticals & Biotechnology | 1.60% | 2.91% |
| Coromandel InternationalFertilizers & Agrochemicals | 1.68% | 1.55% |
| Max Financial ServicesInsurance | 1.87% | 1.47% |
| Hindustan Petroleum CorporationPetroleum Products | 1.48% | 1.41% |
| Fortis HealthcareHealthcare Services | 1.35% | 4.03% |
| EternalRetailing | 1.28% | 2.04% |
| Schaeffler IndiaAuto Components | 1.28% | 1.92% |
| The Federal BankBanks | 1.26% | 2.14% |
| MphasisIT - Software | 1.22% | 2.79% |
| Bharat ForgeAuto Components | 1.19% | 1.28% |
| ICICI Lombard General Insurance CompanyInsurance | 1.75% | 1.18% |
| Power Finance CorporationFinance | 1.08% | 1.64% |
| Jindal SteelFerrous Metals | 1.26% | 0.96% |
| UNO MindaAuto Components | 1.75% | 0.85% |
| Vishal Mega MartRetailing | 0.75% | 2.67% |
| HDB Financial ServicesFinance | 0.58% | 1.61% |
| Dalmia BharatCement & Cement Products | 0.57% | 1.25% |
| JK CementCement & Cement Products | 0.34% | 1.94% |
| PI IndustriesFertilizers & Agrochemicals | 0.33% | 1.33% |
| Metro BrandsConsumer Durables | 0.30% | 1.21% |
| SRFChemicals & Petrochemicals | 0.02% | 1.70% |
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.