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)
| Stock | Wt% in Bajaj Finserv Banking and Fina | Wt% in DSP Banking & Financial Servic | Overlap |
|---|---|---|---|
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
Banks37.3% (6)
Finance6.3% (5)
Capital Markets1.9% (2)
Insurance1.2% (2)
Financial Technology (Fintech)0.5% (1)
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More comparisons for DSP Banking & Financial Servic
- vs Mahindra Manulife Banking & Fi63.8% · 22 stocks
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- vs SBI Banking And Financial Serv54.5% · 17 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.