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19 of 121 unique stocks in common · Jaccard: 15.7%
A weighted portfolio overlap of 21.5% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹21.5 is allocated to the exact same companies at the same relative proportions. The schemes share 19 common holdings.
The largest overlapping asset in their portfolios is Jindal Steel, which commands a weight of 2.28% in DSP Mid Cap Fund and 2.91% in Nippon India Vision Fund. Holding both schemes increases your concentration in Jindal Steel 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 Nippon |
|---|---|---|
| Jindal SteelFerrous Metals | 2.28% | 2.91% |
| ICICI BankBanks | 1.80% | 4.54% |
| Dixon Technologies (India)Consumer Durables | 1.62% | 2.94% |
| IPCA LaboratoriesPharmaceuticals & Biotechnology | 2.32% | 1.55% |
| VoltasConsumer Durables | 2.30% | 1.51% |
| Indus TowersTelecom - Services | 1.63% | 1.49% |
| Bharti AirtelTelecom - Services | 2.09% | 1.46% |
| Samvardhana Motherson InternationalAuto Components | 1.90% | 1.33% |
| Power Finance CorporationFinance | 1.22% | 2.12% |
| Max Financial ServicesInsurance | 2.51% | 1.20% |
| The Federal BankBanks | 2.30% | 1.03% |
| Page IndustriesTextiles & Apparels | 1.59% | 0.98% |
| EternalRetailing | 1.19% | 0.97% |
| Bharat ForgeAuto Components | 2.40% | 0.92% |
| Cholamandalam Investment and Finance CompanyFinance | 2.72% | 0.86% |
| Syngene InternationalHealthcare Services | 0.36% | 0.82% |
| AU Small Finance BankBanks | 2.15% | 0.35% |
| Gujarat FluorochemicalsChemicals & Petrochemicals | 0.91% | 0.32% |
| Supreme IndustriesIndustrial Products | 2.05% | 0.25% |
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.