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14 of 59 unique stocks in common · Jaccard: 23.7%
A weighted portfolio overlap of 32.98% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹32.98 is allocated to the exact same companies at the same relative proportions. The schemes share 14 common holdings.
The largest overlapping asset in their portfolios is Shriram Finance, which commands a weight of 3.27% in DSP Quant Fund and 5.68% in SBI Quant Fund. Holding both schemes increases your concentration in Shriram Finance 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 |
|---|---|---|
| Shriram FinanceFinance | 3.27% | 5.68% |
| InfosysIT - Software | 2.94% | 3.04% |
| Indus TowersTelecom - Services | 2.81% | 2.98% |
| Bajaj AutoAutomobiles | 2.75% | 5.07% |
| The Federal BankBanks | 2.59% | 4.87% |
| Polycab IndiaIndustrial Products | 2.42% | 2.76% |
| Hero MotoCorpAutomobiles | 2.33% | 5.26% |
| Nestle IndiaFood Products | 2.32% | 4.08% |
| Muthoot FinanceFinance | 2.26% | 2.69% |
| HDFC BankBanks | 7.33% | 2.21% |
| Hindustan ZincNon - Ferrous Metals | 2.18% | 2.63% |
| HDFC Asset Management CompanyCapital Markets | 2.15% | 4.37% |
| AU Small Finance BankBanks | 1.76% | 5.22% |
| MaricoAgricultural Food & Other Products | 2.48% | 0.99% |
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.