How much do DSP Value Fund and UTI Value Fund overlap?

They share 17 common holdings, a weighted portfolio overlap of about 38.41% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 38.41% 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 UTI Value Fund

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

Weighted portfolio overlap

38.41%

Moderate overlap

Common

Only DSP

Only UTI

17 of 88 unique stocks in common · Jaccard: 19.3%

Common holdings

Stock	in DSP	in UTI
HDFC BankBanks	7.65%	8.28%
ICICI BankBanks	7.34%	5.84%
Bharti AirtelTelecom - Services	3.14%	4.35%
Kotak Mahindra BankBanks	2.96%	3.73%
Reliance IndustriesPetroleum Products	2.85%	2.75%
Axis BankBanks	2.55%	3.82%
Mahindra & MahindraAutomobiles	2.34%	3.01%
Power Grid Corporation of IndiaPower	2.11%	1.85%
InfosysIT - Software	1.57%	3.39%
Sun Pharmaceutical IndustriesPharmaceuticals & Biotechnology	1.53%	1.46%
Maruti Suzuki IndiaAutomobiles	1.16%	2.20%
Bharat ElectronicsAerospace & Defense	1.35%	1.11%
CiplaPharmaceuticals & Biotechnology	1.09%	1.75%
HDFC Life Insurance CompanyInsurance	1.95%	1.03%
Bharat Petroleum CorporationPetroleum Products	0.90%	0.84%
Samvardhana Motherson InternationalAuto Components	0.81%	0.99%
Tata SteelFerrous Metals	0.26%	1.80%

FAQ

How much do DSP Value Fund and UTI Value Fund overlap?: They share 17 common holdings, a weighted portfolio overlap of about 38.41% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 38.41% 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.