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13 of 56 unique stocks in common · Jaccard: 23.2%
A weighted portfolio overlap of 28.68% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹28.68 is allocated to the exact same companies at the same relative proportions. The schemes share 13 common holdings.
The largest overlapping asset in their portfolios is The Federal Bank, which commands a weight of 3.25% in DSP Quant Fund and 3.69% in SBI Quant Fund. Holding both schemes increases your concentration in The Federal 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 |
|---|---|---|
| The Federal BankBanks | 3.25% | 3.69% |
| Bajaj AutoAutomobiles | 3.02% | 5.79% |
| Shriram FinanceFinance | 2.89% | 4.39% |
| Hero MotoCorpAutomobiles | 2.64% | 5.15% |
| Nestle IndiaFood Products | 2.49% | 5.64% |
| Eicher MotorsAutomobiles | 2.39% | 5.45% |
| Mahindra & Mahindra Financial ServicesFinance | 2.53% | 2.37% |
| MaricoAgricultural Food & Other Products | 2.27% | 3.78% |
| Polycab IndiaIndustrial Products | 2.27% | 2.26% |
| AU Small Finance BankBanks | 1.98% | 5.10% |
| HDFC BankBanks | 7.52% | 1.53% |
| Cummins IndiaIndustrial Products | 2.34% | 1.20% |
| HDFC Asset Management CompanyCapital Markets | 2.15% | 0.39% |
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 Aug 2026). Equity holdings only, ISIN-verified. Not investment advice.