Loading fund overlap…
8 of 102 unique stocks in common · Jaccard: 7.8%
A weighted portfolio overlap of 10.56% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹10.56 is allocated to the exact same companies at the same relative proportions. The schemes share 8 common holdings.
The largest overlapping asset in their portfolios is Infosys, which commands a weight of 3.35% in DSP Nifty500 Flexicap Quality 30 ETF and 6.00% in ICICI Prudential India Opportunities Fund. Holding both schemes increases your concentration in Infosys 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 ICICI |
|---|---|---|
| InfosysIT - Software | 3.35% | 6.00% |
| Hindustan UnileverDiversified FMCG | 3.18% | 2.01% |
| Tata Consultancy ServicesIT - Software | 3.16% | 1.74% |
| CoforgeIT - Software | 3.72% | 1.56% |
| Affle 3iIT - Services | 3.30% | 0.77% |
| Indian Energy ExchangeCapital Markets | 3.22% | 0.64% |
| Maruti Suzuki IndiaAutomobiles | 3.20% | 0.32% |
| CyientIT - Services | 3.41% | 0.17% |
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.