Bajaj Finserv Banking and Financial Services Fund vs DSP Banking & Financial Services Fund

Bajaj vs DSP· Portfolio Overlap Analysis

47.2%High Overlap
16 common stocksRank #13017 / 20,000

Investor takeaway: At 47.2% 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 (16)

StockWt% in Bajaj Finserv Banking and FinaWt% in DSP Banking & Financial ServicOverlap
ICICI Bank Limited
Banks
12.49%11.57%11.57%
Axis Bank Limited
Banks
9.32%7.78%7.78%
State Bank of India
Banks
8.44%6.41%6.41%
Kotak Mahindra Bank Limited
Banks
6.96%5.42%5.42%
HDFC Bank Limited
Banks
16.42%4.70%4.70%
PNB Housing Finance Limited
Finance
1.76%1.90%1.76%
Bajaj Finance Limited
Finance
1.71%4.66%1.71%
Aditya Birla Capital Limited
Finance
1.66%3.65%1.66%
Ujjivan Small Finance Bank Limited
Banks
1.44%4.05%1.44%
Shriram Finance Limited
Finance
3.40%1.17%1.17%
Angel One Limited
Capital Markets
1.16%1.74%1.16%
Niva Bupa Health Insurance Company Limited
Insurance
1.98%0.90%0.90%
Prudent Corporate Advisory Services Limited
Capital Markets
0.76%1.21%0.76%
PB Fintech Limited
Financial Technology (Fintech)
0.50%2.98%0.50%
Max Financial Services Limited
Insurance
0.26%3.05%0.26%
Bajaj Finserv Limited
Finance
1.92%0.01%0.01%

Unique to Bajaj Finserv Banking and Fina

  • The Federal Bank Limited4.41%
  • Manappuram Finance Limited3.70%
  • Go Digit General Insurance Limited2.69%
  • RBL Bank Limited2.66%

Unique to DSP Banking & Financial Servic

  • Multi Commodity Exchange of India Limited4.69%
  • SBI Life Insurance Company Limited4.52%

Sector Overlap Breakdown

Banks
37.3% (6)
Finance
6.3% (5)
Capital Markets
1.9% (2)
Insurance
1.2% (2)
Financial Technology (Fintech)
0.5% (1)

More comparisons for Bajaj Finserv Banking and Fina

More comparisons for DSP Banking & Financial Servic

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