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12 of 93 unique stocks in common · Jaccard: 12.9%
A weighted portfolio overlap of 25.76% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹25.76 is allocated to the exact same companies at the same relative proportions. The schemes share 12 common holdings.
The largest overlapping asset in their portfolios is HDFC Bank, which commands a weight of 7.33% in DSP Quant Fund and 6.48% in HDFC Flexi Cap Fund. Holding both schemes increases your concentration in HDFC Bank 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 HDFC |
|---|---|---|
| HDFC BankBanks | 7.33% | 6.48% |
| Larsen & ToubroConstruction | 3.00% | 3.55% |
| Bharti AirtelTelecom - Services | 3.37% | 2.96% |
| HCL TechnologiesIT - Software | 2.63% | 2.47% |
| Eicher MotorsAutomobiles | 2.67% | 2.46% |
| Bajaj AutoAutomobiles | 2.75% | 1.78% |
| Maruti Suzuki IndiaAutomobiles | 1.72% | 2.91% |
| Hyundai Motor IndiaAutomobiles | 1.84% | 1.70% |
| InfosysIT - Software | 2.94% | 1.32% |
| Britannia IndustriesFood Products | 2.36% | 0.77% |
| LupinPharmaceuticals & Biotechnology | 2.18% | 0.74% |
| Dixon Technologies (India)Consumer Durables | 1.77% | 0.36% |
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.