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7 of 83 unique stocks in common · Jaccard: 8.4%
A weighted portfolio overlap of 8.33% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹8.33 is allocated to the exact same companies at the same relative proportions. The schemes share 7 common holdings.
The largest overlapping asset in their portfolios is JSW Dulux, which commands a weight of 2.19% in DSP Nifty Smallcap250 Quality 50 Index Fund and 1.56% in Franklin India Dividend Yield Fund ^. Holding both schemes increases your concentration in JSW Dulux 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 Franklin |
|---|---|---|
| JSW DuluxConsumer Durables | 2.19% | 1.56% |
| Dr. Lal Path LabsHealthcare Services | 2.76% | 1.55% |
| Mahanagar GasGas | 1.62% | 1.30% |
| Chambal Fertilizers & ChemicalsFertilizers & Agrochemicals | 1.86% | 1.17% |
| Angel OneCapital Markets | 3.95% | 1.02% |
| Motherson Sumi Wiring IndiaAuto Components | 2.86% | 1.01% |
| EmamiPersonal Products | 2.44% | 0.72% |
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.