Loading fund overlap…
6 of 138 unique stocks in common · Jaccard: 4.3%
A weighted portfolio overlap of 5.71% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹5.71 is allocated to the exact same companies at the same relative proportions. The schemes share 6 common holdings.
The largest overlapping asset in their portfolios is IPCA Laboratories, which commands a weight of 1.74% in DSP Small Cap Fund and 2.91% in Kotak Midcap Fund. Holding both schemes increases your concentration in IPCA Laboratories 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 Kotak |
|---|---|---|
| IPCA LaboratoriesPharmaceuticals & Biotechnology | 1.74% | 2.91% |
| Max Financial ServicesInsurance | 1.02% | 1.47% |
| Apar IndustriesElectrical Equipment | 0.98% | 2.22% |
| Prudent Corporate Advisory ServicesCapital Markets | 1.49% | 0.80% |
| Ratnamani Metals & TubesIndustrial Products | 0.83% | 0.75% |
| Techno Electric & Engineering CompanyConstruction | 1.47% | 0.42% |
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.