How much do DSP Nifty Midcap 150 Qlty 50 Index Fund and NJ ELSS Tax Saver Scheme overlap?

They share 13 common holdings, a weighted portfolio overlap of about 29.68% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 29.68% 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 Nifty Midcap 150 Qlty 50 Index Fund vs NJ ELSS Tax Saver Scheme

DSP MF · Index FundNJ MF · ELSS (Tax Saver)· as on May 2026

Weighted portfolio overlap

29.68%

Moderate overlap

Common

Only DSP

Only NJ

13 of 62 unique stocks in common · Jaccard: 21%

Common holdings

Stock	in DSP	in NJ
HDFC Asset Management CompanyCapital Markets	3.93%	5.01%
MaricoAgricultural Food & Other Products	3.70%	4.10%
Polycab IndiaIndustrial Products	3.34%	5.07%
Page IndustriesTextiles & Apparels	2.98%	3.82%
Alkem LaboratoriesPharmaceuticals & Biotechnology	2.13%	4.00%
Muthoot FinanceFinance	2.10%	4.08%
CoforgeIT - Software	1.94%	3.91%
Abbott IndiaPharmaceuticals & Biotechnology	1.92%	3.78%
Petronet LNGGas	1.79%	3.38%
MphasisIT - Software	1.69%	4.10%
Ajanta PharmaPharmaceuticals & Biotechnology	1.60%	3.48%
Coromandel InternationalFertilizers & Agrochemicals	1.47%	4.29%
Indraprastha GasGas	1.09%	3.75%

FAQ

How much do DSP Nifty Midcap 150 Qlty 50 Index Fund and NJ ELSS Tax Saver Scheme overlap?: They share 13 common holdings, a weighted portfolio overlap of about 29.68% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 29.68% 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.