How much do DSP Value Fund and IB13-Groww Value Fund overlap?

They share 9 common holdings, a weighted portfolio overlap of about 26.95% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 26.95% overlap mean?

Weighted overlap sums the smaller of the two weights for each shared stock, so it approximates how much of the two portfolios coincide. Higher overlap means holding both funds adds less diversification.

Fund overlap

DSP Value Fund vs IB13-Groww Value Fund

DSP MF · ValueGroww MF · Value· as on May 2026

Weighted portfolio overlap

26.95%

Moderate overlap

Common

Only DSP

Only IB13-Groww

9 of 83 unique stocks in common · Jaccard: 10.8%

Common holdings

Stock	in DSP	in IB13-Groww
HDFC BankBanks	7.65%	7.02%
ICICI BankBanks	7.34%	5.53%
Bharti AirtelTelecom - Services	3.14%	5.02%
Larsen & ToubroConstruction	2.99%	4.24%
Reliance IndustriesPetroleum Products	2.85%	4.21%
Axis BankBanks	2.55%	2.89%
SBI Life Insurance CompanyInsurance	1.44%	4.11%
Maruti Suzuki IndiaAutomobiles	1.16%	1.33%
Tata SteelFerrous Metals	0.26%	2.02%

FAQ

How much do DSP Value Fund and IB13-Groww Value Fund overlap?: They share 9 common holdings, a weighted portfolio overlap of about 26.95% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 26.95% overlap mean?: Weighted overlap sums the smaller of the two weights for each shared stock, so it approximates how much of the two portfolios coincide. Higher overlap means holding both funds adds less diversification.

Related comparisons

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.