How much do DSP Mid Cap Fund and HDFC Mid Cap Fund overlap?

They share 25 common holdings, a weighted portfolio overlap of about 31.81% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 31.81% 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 Mid Cap Fund vs HDFC Mid Cap Fund

DSP MF · Mid CapHDFC MF · Mid Cap· as on May 2026

Weighted portfolio overlap

31.81%

Moderate overlap

Common

Only DSP

Only HDFC

25 of 113 unique stocks in common · Jaccard: 22.1%

Common holdings

Stock	in DSP	in HDFC
Fortis HealthcareHealthcare Services	2.70%	3.09%
Max Financial ServicesInsurance	2.51%	4.49%
IPCA LaboratoriesPharmaceuticals & Biotechnology	2.32%	2.83%
The Federal BankBanks	2.30%	3.79%
CoforgeIT - Software	3.93%	2.28%
AU Small Finance BankBanks	2.15%	4.01%
Jindal Steel & PowerFerrous Metals	2.28%	1.82%
Alkem LaboratoriesPharmaceuticals & Biotechnology	1.80%	1.79%
PB FintechFinancial Technology (Fintech)	1.62%	1.59%
MphasisIT - Software	1.44%	1.57%
Hindustan Petroleum CorporationPetroleum Products	1.40%	2.25%
Bharat ForgeAuto Components	2.40%	1.29%
Apollo TyresAuto Components	1.23%	1.70%
Nippon Life India Asset ManagementCapital Markets	2.54%	1.12%
Vishal Mega MartRetailing	1.05%	2.83%
EternalRetailing	1.19%	1.03%
Coromandel InternationalFertilizers & Agrochemicals	2.27%	0.89%
Dixon Technologies (India)Consumer Durables	1.62%	0.61%
Supreme IndustriesIndustrial Products	2.05%	0.60%
Gujarat FluorochemicalsChemicals & Petrochemicals	0.91%	0.52%
Cholamandalam Financial HoldingsFinance	1.06%	0.37%
Aster DM HealthcareHealthcare Services	0.60%	0.35%
EmamiPersonal Products	0.71%	0.30%
Dhanuka AgritechFertilizers & Agrochemicals	0.94%	0.12%
LG Electronics IncConsumer Durables	0.03%	0.16%

FAQ

How much do DSP Mid Cap Fund and HDFC Mid Cap Fund overlap?: They share 25 common holdings, a weighted portfolio overlap of about 31.81% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 31.81% 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.