Loading fund overlap…
9 of 280 unique stocks in common · Jaccard: 3.2%
A weighted portfolio overlap of 3.06% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹3.06 is allocated to the exact same companies at the same relative proportions. The schemes share 9 common holdings.
The largest overlapping asset in their portfolios is CESC, which commands a weight of 0.57% in DSP Nifty Smallcap 250 ETF and 5.13% in SBI Comma Fund. Holding both schemes increases your concentration in CESC 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 SBI |
|---|---|---|
| CESCPower | 0.57% | 5.13% |
| Indian Energy ExchangeCapital Markets | 0.50% | 1.88% |
| Deepak Fertilizers and Petrochemicals CorporationChemicals & Petrochemicals | 0.47% | 0.63% |
| CCL Products (India)Agricultural Food & Other Products | 0.37% | 1.26% |
| Shyam Metalics and EnergyIndustrial Products | 0.34% | 1.97% |
| Balrampur Chini MillsAgricultural Food & Other Products | 0.29% | 2.97% |
| Clean Science and TechnologyChemicals & Petrochemicals | 0.19% | 2.80% |
| Nuvoco Vistas CorporationCement & Cement Products | 0.17% | 1.86% |
| JSW CementCement & Cement Products | 0.16% | 2.56% |
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.