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

They share 19 common holdings, a weighted portfolio overlap of about 26.61% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 26.61% 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 Tata Mid Cap Fund

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

Weighted portfolio overlap

26.61%

Moderate overlap

Common

Only DSP

Only Tata

19 of 108 unique stocks in common · Jaccard: 17.6%

Common holdings

Stock	in DSP	in Tata
Max Financial ServicesInsurance	2.51%	2.77%
The Federal BankBanks	2.30%	3.02%
AU Small Finance BankBanks	2.15%	2.58%
Bharat ForgeAuto Components	2.40%	1.88%
L&T FinanceFinance	1.66%	2.00%
Indus TowersTelecom - Services	1.63%	2.39%
JK CementCement & Cement Products	1.89%	1.56%
MphasisIT - Software	1.44%	1.99%
UNO MindaAuto Components	1.44%	1.92%
VoltasConsumer Durables	2.30%	1.30%
Hindustan Petroleum CorporationPetroleum Products	1.40%	1.24%
The Phoenix MillsRealty	2.37%	1.24%
Dixon Technologies (India)Consumer Durables	1.62%	1.22%
Jindal Steel & PowerFerrous Metals	2.28%	1.05%
PB FintechFinancial Technology (Fintech)	1.62%	1.04%
PI IndustriesFertilizers & Agrochemicals	0.94%	0.97%
Multi Commodity Exchange of IndiaCapital Markets	2.20%	0.90%
Page IndustriesTextiles & Apparels	1.59%	0.67%
HDB Financial ServicesFinance	0.44%	1.19%

FAQ

How much do DSP Mid Cap Fund and Tata Mid Cap Fund overlap?: They share 19 common holdings, a weighted portfolio overlap of about 26.61% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 26.61% 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.