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11 of 103 unique stocks in common · Jaccard: 10.7%
A weighted portfolio overlap of 19.64% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹19.64 is allocated to the exact same companies at the same relative proportions. The schemes share 11 common holdings.
The largest overlapping asset in their portfolios is KEI Industries, which commands a weight of 2.33% in DSP Nifty Midcap 150 Qlty 50 Index Fund and 2.98% in Kotak Midcap Fund. Holding both schemes increases your concentration in KEI Industries 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 |
|---|---|---|
| KEI IndustriesIndustrial Products | 2.33% | 2.98% |
| Dixon Technologies (India)Consumer Durables | 3.56% | 2.10% |
| Apar IndustriesElectrical Equipment | 2.00% | 2.22% |
| Oracle Financial Services SoftwareIT - Software | 2.58% | 1.99% |
| Bank of MaharashtraBanks | 1.89% | 2.10% |
| MphasisIT - Software | 1.69% | 2.79% |
| Nippon Life India Asset ManagementCapital Markets | 2.52% | 1.62% |
| Persistent SystemsIT - Software | 2.92% | 1.62% |
| Schaeffler IndiaAuto Components | 1.60% | 1.92% |
| Coromandel InternationalFertilizers & Agrochemicals | 1.47% | 1.55% |
| PI IndustriesFertilizers & Agrochemicals | 1.70% | 1.33% |
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.