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31 of 101 unique stocks in common · Jaccard: 30.7%
A weighted portfolio overlap of 40.77% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹40.77 is allocated to the exact same companies at the same relative proportions. The schemes share 31 common holdings.
The largest overlapping asset in their portfolios is Fortis Healthcare, which commands a weight of 2.79% in DSP Mid Cap Fund and 3.58% in Kotak Mid Cap Fund. Holding both schemes increases your concentration in Fortis Healthcare 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 |
|---|---|---|
| Fortis HealthcareHealthcare Services | 2.79% | 3.58% |
| IPCA LaboratoriesPharmaceuticals & Biotechnology | 2.70% | 3.42% |
| The Federal BankBanks | 2.66% | 2.76% |
| Schaeffler IndiaAuto Components | 2.01% | 2.22% |
| KEI IndustriesIndustrial Products | 1.99% | 2.95% |
| Dixon Technologies (India)Consumer Durables | 1.96% | 2.60% |
| L&T FinanceFinance | 1.74% | 2.86% |
| MphasisIT - Software | 1.68% | 2.70% |
| EternalRetailing | 1.91% | 1.65% |
| Nippon Life India Asset ManagementCapital Markets | 1.90% | 1.56% |
| Coromandel InternationalFertilizers & Agrochemicals | 2.31% | 1.53% |
| Apar IndustriesElectrical Equipment | 1.28% | 1.45% |
| Max Financial ServicesInsurance | 2.63% | 1.26% |
| Vishal Mega MartRetailing | 1.26% | 3.11% |
| Bharat ForgeAuto Components | 2.42% | 1.25% |
| Aster DM Quality CareHealthcare Services | 1.19% | 1.56% |
| Hindustan Petroleum CorporationPetroleum Products | 1.22% | 1.19% |
| Cholamandalam Investment and Finance CompanyFinance | 2.59% | 1.15% |
| SRFChemicals & Petrochemicals | 1.09% | 1.46% |
| JK CementCement & Cement Products | 1.76% | 1.03% |
| GE Vernova T&D IndiaElectrical Equipment | 1.02% | 2.42% |
| UNO MindaAuto Components | 1.68% | 0.89% |
| Jindal SteelFerrous Metals | 2.11% | 0.87% |
| VoltasConsumer Durables | 2.07% | 0.87% |
| PI IndustriesFertilizers & Agrochemicals | 0.75% | 1.03% |
| Lenskart SolutionsRetailing | 0.71% | 0.95% |
| Apollo TyresAuto Components | 1.28% | 0.68% |
| Power Finance CorporationFinance | 0.67% | 0.69% |
| Oberoi RealtyRealty | 0.57% | 2.09% |
| HDB Financial ServicesFinance | 0.42% | 1.50% |
| Techno Electric & Engineering CompanyConstruction | 1.14% | 0.35% |
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 Aug 2026). Equity holdings only, ISIN-verified. Not investment advice.