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7 of 63 unique stocks in common · Jaccard: 11.1%
A weighted portfolio overlap of 22.04% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹22.04 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 HDFC Bank, which commands a weight of 7.33% in DSP Quant Fund and 12.80% in SBI BSE Sensex ETF. 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 SBI |
|---|---|---|
| HDFC BankBanks | 7.33% | 12.80% |
| Bharti AirtelTelecom - Services | 3.37% | 5.89% |
| Larsen & ToubroConstruction | 3.00% | 5.38% |
| InfosysIT - Software | 2.94% | 4.56% |
| ITCDiversified FMCG | 2.27% | 3.12% |
| Maruti Suzuki IndiaAutomobiles | 1.72% | 1.95% |
| HCL TechnologiesIT - Software | 2.63% | 1.41% |
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.