How much do DSP Large & Mid Cap Fund and SBI Large and Midcap Fund overlap?

They share 22 common holdings, a weighted portfolio overlap of about 31.15% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 31.15% overlap mean?

Weighted overlap sums the smaller of the two weights for each shared stock, so it approximates how much of the two portfolios coincide. Higher overlap means holding both funds adds less diversification.

Fund overlap

DSP Large & Mid Cap Fund vs SBI Large and Midcap Fund

DSP MF · Large & Mid CapSBI MF · Large & Mid Cap· as on May 2026

Weighted portfolio overlap

31.15%

Moderate overlap

Common

Only DSP

Only SBI

22 of 124 unique stocks in common · Jaccard: 17.7%

Common holdings

Stock	in DSP	in SBI
HDFC BankBanks	8.13%	7.18%
Axis BankBanks	5.81%	3.30%
State Bank of IndiaBanks	2.79%	2.81%
ICICI BankBanks	8.62%	2.65%
Indus TowersTelecom - Services	2.05%	1.58%
Asian PaintsConsumer Durables	1.51%	2.60%
Alkem LaboratoriesPharmaceuticals & Biotechnology	1.47%	2.06%
Jindal Steel & PowerFerrous Metals	1.26%	2.18%
Bharat ForgeAuto Components	1.19%	3.23%
InfosysIT - Software	1.41%	1.03%
Samvardhana Motherson InternationalAuto Components	1.58%	1.01%
Hindustan Petroleum CorporationPetroleum Products	1.48%	0.93%
LupinPharmaceuticals & Biotechnology	1.36%	0.92%
Hindustan UnileverDiversified FMCG	0.73%	1.09%
EmamiPersonal Products	0.79%	0.66%
Tata MotorsAgricultural, Commercial & Construction Vehicles	0.62%	2.05%
Hexaware TechnologiesIT - Software	0.53%	1.55%
Tata Consultancy ServicesIT - Software	1.86%	0.50%
ACCCement & Cement Products	0.39%	0.48%
JK CementCement & Cement Products	0.34%	0.50%
Gujarat GasGas	0.44%	0.30%
Tube Investments of IndiaAuto Components	0.97%	0.26%

FAQ

How much do DSP Large & Mid Cap Fund and SBI Large and Midcap Fund overlap?: They share 22 common holdings, a weighted portfolio overlap of about 31.15% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 31.15% overlap mean?: Weighted overlap sums the smaller of the two weights for each shared stock, so it approximates how much of the two portfolios coincide. Higher overlap means holding both funds adds less diversification.

Related comparisons

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.