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6 of 133 unique stocks in common · Jaccard: 4.5%
A weighted portfolio overlap of 5.36% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹5.36 is allocated to the exact same companies at the same relative proportions. The schemes share 6 common holdings.
The largest overlapping asset in their portfolios is JB Chemicals & Pharmaceuticals, which commands a weight of 3.11% in DSP Nifty Smallcap250 Quality 50 Index Fund and 1.48% in Nippon India Flexi Cap Fund. Holding both schemes increases your concentration in JB Chemicals & Pharmaceuticals 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 Nippon |
|---|---|---|
| JB Chemicals & PharmaceuticalsPharmaceuticals & Biotechnology | 3.11% | 1.48% |
| Finolex CablesIndustrial Products | 1.58% | 1.18% |
| Aditya Birla Sun Life AMCCapital Markets | 2.36% | 0.98% |
| Zensar TechnologiesIT - Software | 1.50% | 0.89% |
| Timken IndiaIndustrial Products | 2.32% | 0.49% |
| CyientIT - Services | 1.48% | 0.34% |
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.