How much do DSP Natural Resources & New Energy Fund and SBI Comma Fund overlap?

They share 11 common holdings, a weighted portfolio overlap of about 32.81% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 32.81% 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 Natural Resources & New Energy Fund vs SBI Comma Fund

DSP MF · Sectoral / ThematicSBI MF · Equity (Diversified)· as on May 2026

Weighted portfolio overlap

32.81%

Moderate overlap

Common

Only DSP

Only SBI

11 of 50 unique stocks in common · Jaccard: 22%

Common holdings

Stock	in DSP	in SBI
Tata SteelFerrous Metals	7.21%	7.91%
Oil & Natural Gas CorporationOil	5.52%	5.35%
Oil IndiaOil	3.74%	3.32%
Coal IndiaConsumable Fuels	3.35%	2.65%
GAIL (India)Gas	2.22%	2.63%
Hindalco IndustriesNon - Ferrous Metals	4.63%	2.18%
Reliance IndustriesPetroleum Products	4.31%	2.15%
Hindustan Petroleum CorporationPetroleum Products	5.78%	2.10%
Hindustan ZincNon - Ferrous Metals	4.81%	2.08%
Indian Oil CorporationPetroleum Products	5.69%	1.87%
NMDCMinerals & Mining	1.68%	3.23%

FAQ

How much do DSP Natural Resources & New Energy Fund and SBI Comma Fund overlap?: They share 11 common holdings, a weighted portfolio overlap of about 32.81% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 32.81% 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.