Bajaj Finserv Arbitrage Fund vs DSP Arbitrage Fund

Bajaj vs DSP· Portfolio Overlap Analysis

42.5%High Overlap
105 common stocksRank #19511 / 20,000

Investor takeaway: At 42.5% overlap, a significant part of these portfolios is identical. Despite coming from different AMCs, the stock picks still converge heavily. Make sure both funds actually serve different jobs in your allocation.

Common Holdings (105)

StockWt% in Bajaj Finserv ArbitrageWt% in DSP ArbitrageOverlap
HDFC Bank Limited
Banks
7.39%4.73%4.73%
Reliance Industries Limited
Petroleum Products
3.77%3.10%3.10%
ICICI Bank Limited
Banks
2.95%3.07%2.95%
Vodafone Idea Limited
Telecom - Services
3.21%2.18%2.18%
Punjab National Bank
Banks
1.82%1.44%1.44%
Bajaj Finance Limited
Finance
1.25%1.08%1.08%
Jio Financial Services Limited
Finance
1.00%1.00%1.00%
LIC Housing Finance Limited
Finance
1.19%0.96%0.96%
Sammaan Capital Limited
Finance
0.91%1.04%0.91%
Steel Authority of India Limited
Ferrous Metals
1.86%0.90%0.90%
Mahindra & Mahindra Limited
Automobiles
1.24%0.89%0.89%
Bandhan Bank Limited
Banks
1.23%0.78%0.78%
Tata Power Company Limited
Power
0.74%0.95%0.74%
ITC Limited
Diversified FMCG
0.70%1.83%0.70%
Kotak Mahindra Bank Limited
Banks
0.68%2.31%0.68%
Adani Ports and Special Economic Zone Limited
Transport Infrastructure
1.06%0.66%0.66%
Bharat Electronics Limited
Aerospace & Defense
0.66%0.98%0.66%
Bharti Airtel Limited
Telecom - Services
0.65%1.55%0.65%
Eternal Limited
Retailing
0.64%0.86%0.64%
Tata Steel Limited
Ferrous Metals
0.59%0.84%0.59%
Axis Bank Limited
Banks
0.57%1.48%0.57%
Shriram Finance Limited
Finance
0.53%0.77%0.53%
Titan Company Limited
Consumer Durables
0.47%0.66%0.47%
JSW Steel Limited
Ferrous Metals
0.47%1.58%0.47%
IDFC First Bank Limited
Banks
1.56%0.46%0.46%
NMDC Limited
Minerals & Mining
0.56%0.46%0.46%
Bharat Heavy Electricals Limited
Electrical Equipment
0.45%0.95%0.45%
Aditya Birla Capital Limited
Finance
2.23%0.44%0.44%
InterGlobe Aviation Limited
Transport Services
1.12%0.44%0.44%
DLF Limited
Realty
0.42%0.60%0.42%
UltraTech Cement Limited
Cement & Cement Products
0.42%0.39%0.39%
Tata Consultancy Services Limited
IT - Software
0.39%0.51%0.39%
GMR Airports Limited
Transport Infrastructure
0.39%1.09%0.39%
Vedanta Limited
Diversified Metals
0.83%0.38%0.38%
Godrej Properties Limited
Realty
0.37%0.48%0.37%
Aurobindo Pharma Limited
Pharmaceuticals & Biotechnology
0.37%0.72%0.37%
Hindustan Aeronautics Limited
Aerospace & Defense
0.37%0.69%0.37%
Maruti Suzuki India Limited
Automobiles
0.43%0.36%0.36%
Indus Towers Limited
Telecom - Services
0.53%0.34%0.34%
Power Finance Corporation Limited
Finance
0.44%0.33%0.33%
Hindalco Industries Limited
Non - Ferrous Metals
0.36%0.33%0.33%
Marico Limited
Agricultural Food & other Products
0.33%0.88%0.33%
Yes Bank Limited
Banks
0.33%0.49%0.33%
BSE Limited
Capital Markets
0.61%0.30%0.30%
Manappuram Finance Limited
Finance
0.30%0.31%0.30%
Britannia Industries Limited
Food Products
0.60%0.29%0.29%
Crompton Greaves Consumer Electricals Limited
Consumer Durables
0.29%0.43%0.29%
Kalyan Jewellers India Limited
Consumer Durables
0.29%0.28%0.28%
Bank of Baroda
Banks
0.26%1.30%0.26%
RBL Bank Limited
Banks
4.06%0.24%0.24%
REC Limited
Finance
0.40%0.24%0.24%
Bajaj Finserv Limited
Finance
0.59%0.21%0.21%
ICICI Prudential Life Insurance Company Limited
Insurance
0.39%0.21%0.21%
Ambuja Cements Limited
Cement & Cement Products
0.24%0.20%0.20%
Max Healthcare Institute Limited
Healthcare Services
0.20%0.34%0.20%
Delhivery Limited
Transport Services
0.19%0.19%0.19%
Hindustan Zinc Limited
Non - Ferrous Metals
1.19%0.18%0.18%
Asian Paints Limited
Consumer Durables
0.17%0.19%0.17%
Grasim Industries Limited
Cement & Cement Products
0.17%0.58%0.17%
Trent Limited
Retailing
0.17%0.34%0.17%
Multi Commodity Exchange of India Limited
Capital Markets
0.16%0.99%0.16%
Solar Industries India Limited
Chemicals & Petrochemicals
0.79%0.14%0.14%
Polycab India Limited
Industrial Products
0.26%0.14%0.14%
Godrej Consumer Products Limited
Personal Products
0.14%0.14%0.14%
NTPC Limited
Power
0.49%0.13%0.13%
HDFC Life Insurance Company Limited
Insurance
0.13%0.24%0.13%
Suzlon Energy Limited
Electrical Equipment
0.71%0.12%0.12%
Apollo Hospitals Enterprise Limited
Healthcare Services
0.12%0.13%0.12%
Laurus Labs Limited
Pharmaceuticals & Biotechnology
0.11%0.24%0.11%
Cipla Limited
Pharmaceuticals & Biotechnology
0.53%0.10%0.10%
Inox Wind Limited
Electrical Equipment
0.27%0.10%0.10%
TVS Motor Company Limited
Automobiles
0.59%0.09%0.09%
SBI Life Insurance Company Limited
Insurance
0.37%0.09%0.09%
Lupin Limited
Pharmaceuticals & Biotechnology
0.27%0.09%0.09%
PNB Housing Finance Limited
Finance
0.09%0.37%0.09%
Fortis Healthcare Limited
Healthcare Services
0.42%0.08%0.08%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
0.08%0.51%0.08%
Larsen & Toubro Limited
Construction
0.08%0.96%0.08%
The Indian Hotels Company Limited
Leisure Services
0.43%0.07%0.07%
Pidilite Industries Limited
Chemicals & Petrochemicals
0.07%0.08%0.07%
Samvardhana Motherson International Limited
Auto Components
0.07%0.23%0.07%
The Federal Bank Limited
Banks
0.12%0.06%0.06%
NBCC (India) Limited
Construction
0.12%0.06%0.06%
Patanjali Foods Limited
Agricultural Food & other Products
0.06%0.26%0.06%
Indian Oil Corporation Limited
Petroleum Products
0.06%0.18%0.06%
Infosys Limited
IT - Software
0.56%0.05%0.05%
Nestle India Limited
Food Products
0.05%0.40%0.05%
AU Small Finance Bank Limited
Banks
0.05%0.07%0.05%
CG Power and Industrial Solutions Limited
Electrical Equipment
0.05%0.08%0.05%
Dixon Technologies (India) Limited
Consumer Durables
0.59%0.04%0.04%
Havells India Limited
Consumer Durables
0.34%0.04%0.04%
PG Electroplast Limited
Consumer Durables
0.19%0.04%0.04%
PB Fintech Limited
Financial Technology (Fintech)
0.04%0.17%0.04%
JSW Energy Limited
Power
0.04%0.19%0.04%
Power Grid Corporation of India Limited
Power
0.48%0.03%0.03%
Glenmark Pharmaceuticals Limited
Pharmaceuticals & Biotechnology
0.03%0.32%0.03%
Divi's Laboratories Limited
Pharmaceuticals & Biotechnology
0.03%0.58%0.03%
GAIL (India) Limited
Gas
0.02%0.30%0.02%
Dalmia Bharat Limited
Cement & Cement Products
0.23%0.01%0.01%
Dabur India Limited
Personal Products
0.11%0.01%0.01%
Computer Age Management Services Limited
Capital Markets
0.10%0.01%0.01%
Lodha Developers Limited
Realty
0.01%0.10%0.01%
Mphasis Limited
IT - Software
0.01%0.09%0.01%
Dr. Reddy's Laboratories Limited
Pharmaceuticals & Biotechnology
0.53%0.00%0.00%
KPIT Technologies Limited
IT - Software
0.19%0.00%0.00%

Unique to Bajaj Finserv Arbitrage

All top holdings are shared with the other fund.

Unique to DSP Arbitrage

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
12.6% (12)
Finance
6.1% (11)
Telecom - Services
3.2% (3)
Petroleum Products
3.2% (2)
Ferrous Metals
2.0% (3)
Automobiles
1.3% (3)
Consumer Durables
1.3% (7)
Transport Infrastructure
1.1% (2)
Aerospace & Defense
1.0% (2)
Power
0.9% (4)
Retailing
0.8% (2)
Pharmaceuticals & Biotechnology
0.8% (8)
Realty
0.8% (3)
Cement & Cement Products
0.8% (4)
Electrical Equipment
0.7% (4)
Diversified FMCG
0.7% (1)
Transport Services
0.6% (2)
Non - Ferrous Metals
0.5% (2)
Capital Markets
0.5% (3)
Minerals & Mining
0.5% (1)
IT - Software
0.5% (4)
Insurance
0.4% (3)
Healthcare Services
0.4% (3)
Agricultural Food & other Products
0.4% (2)
Diversified Metals
0.4% (1)
Food Products
0.3% (2)
Chemicals & Petrochemicals
0.2% (2)
Personal Products
0.1% (2)
Industrial Products
0.1% (1)
Construction
0.1% (2)
Leisure Services
0.1% (1)
Auto Components
0.1% (1)
Financial Technology (Fintech)
0.0% (1)
Gas
0.0% (1)

More comparisons for DSP Arbitrage

Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.