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

They share 14 common holdings, a weighted portfolio overlap of about 19.73% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.

What does 19.73% 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 SBI Midcap Fund

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

Weighted portfolio overlap

19.73%

Low overlap

Common

Only DSP

Only SBI

14 of 102 unique stocks in common · Jaccard: 13.7%

Common holdings

Stock	in DSP	in SBI
Bharat ForgeAuto Components	2.40%	2.26%
The Federal BankBanks	2.30%	2.22%
Supreme IndustriesIndustrial Products	2.05%	2.73%
Max Financial ServicesInsurance	2.51%	1.93%
Indus TowersTelecom - Services	1.63%	1.77%
Page IndustriesTextiles & Apparels	1.59%	1.72%
Schaeffler IndiaAuto Components	2.20%	1.59%
The Phoenix MillsRealty	2.37%	1.51%
Multi Commodity Exchange of IndiaCapital Markets	2.20%	1.26%
CoforgeIT - Software	3.93%	1.19%
JK CementCement & Cement Products	1.89%	1.10%
PI IndustriesFertilizers & Agrochemicals	0.94%	1.07%
HDB Financial ServicesFinance	0.44%	2.13%
SRFChemicals & Petrochemicals	0.02%	1.51%

FAQ

How much do DSP Mid Cap Fund and SBI Midcap Fund overlap?: They share 14 common holdings, a weighted portfolio overlap of about 19.73% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.
What does 19.73% 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.