Loading fund overlap…
13 of 102 unique stocks in common · Jaccard: 12.7%
A weighted portfolio overlap of 25.37% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹25.37 is allocated to the exact same companies at the same relative proportions. The schemes share 13 common holdings.
The largest overlapping asset in their portfolios is ICICI Bank, which commands a weight of 8.62% in DSP Large & Mid Cap Fund and 6.35% in Lic Mf Flexi 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 Lic |
|---|---|---|
| ICICI BankBanks | 8.62% | 6.35% |
| Axis BankBanks | 5.81% | 4.03% |
| Bharti AirtelTelecom - Services | 2.20% | 2.85% |
| Max Financial ServicesInsurance | 1.87% | 2.21% |
| CoforgeIT - Software | 1.80% | 2.23% |
| UNO MindaAuto Components | 1.75% | 2.00% |
| The Phoenix MillsRealty | 1.69% | 2.31% |
| Samvardhana Motherson InternationalAuto Components | 1.58% | 2.50% |
| Shriram FinanceFinance | 1.40% | 2.02% |
| AU Small Finance BankBanks | 1.05% | 1.44% |
| Larsen & ToubroConstruction | 0.85% | 3.43% |
| Maruti Suzuki IndiaAutomobiles | 0.46% | 2.00% |
| JK CementCement & Cement Products | 0.34% | 2.00% |
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.