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14 of 76 unique stocks in common · Jaccard: 18.4%
A weighted portfolio overlap of 28.58% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹28.58 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 HDFC Bank, which commands a weight of 7.33% in DSP Quant Fund and 10.53% in UTI Nifty 50 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 UTI |
|---|---|---|
| HDFC BankBanks | 7.33% | 10.53% |
| Bharti AirtelTelecom - Services | 3.37% | 5.19% |
| Larsen & ToubroConstruction | 3.00% | 4.42% |
| InfosysIT - Software | 2.94% | 3.76% |
| ITCDiversified FMCG | 2.27% | 2.56% |
| Maruti Suzuki IndiaAutomobiles | 1.72% | 1.59% |
| Hindalco IndustriesNon - Ferrous Metals | 3.43% | 1.51% |
| Shriram FinanceFinance | 3.27% | 1.23% |
| HCL TechnologiesIT - Software | 2.63% | 1.15% |
| Bajaj AutoAutomobiles | 2.75% | 1.07% |
| Nestle IndiaFood Products | 2.32% | 0.94% |
| Eicher MotorsAutomobiles | 2.67% | 0.91% |
| Dr. Reddy's LaboratoriesPharmaceuticals & Biotechnology | 1.67% | 0.73% |
| WiproIT - Software | 2.10% | 0.54% |
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.