Loading fund overlap…
13 of 102 unique stocks in common · Jaccard: 12.7%
A weighted portfolio overlap of 22.33% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹22.33 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 4.04% in SBI Equity Hybrid 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 | 8.62% | 4.04% |
| State Bank of IndiaBanks | 2.79% | 3.79% |
| Kotak Mahindra BankBanks | 2.63% | 3.20% |
| HDFC BankBanks | 8.13% | 2.39% |
| Bharti AirtelTelecom - Services | 2.20% | 3.27% |
| Asian PaintsConsumer Durables | 1.51% | 1.75% |
| InfosysIT - Software | 1.41% | 1.65% |
| Tata Consultancy ServicesIT - Software | 1.86% | 1.08% |
| Jindal SteelFerrous Metals | 1.26% | 1.01% |
| NTPCPower | 1.02% | 0.88% |
| Larsen & ToubroConstruction | 0.85% | 2.50% |
| ITCDiversified FMCG | 0.80% | 0.79% |
| Vishal Mega MartRetailing | 0.75% | 1.01% |
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.