Baroda BNP Paribas Banking & Financial Services Fund vs DSP Banking & Financial Services Fund

Baroda BNP vs DSP· Portfolio Overlap Analysis

51.0%High Overlap
17 common stocksRank #9058 / 20,000

Investor takeaway: At 51.0% 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 (17)

StockWt% in Baroda BNP Paribas Banking & FWt% in DSP Banking & Financial ServicOverlap
ICICI Bank Limited
Banks
8.69%11.57%8.69%
Axis Bank Limited
Banks
7.33%7.78%7.33%
State Bank of India
Banks
8.22%6.41%6.41%
Kotak Mahindra Bank Limited
Banks
6.81%5.42%5.42%
HDFC Bank Limited
Banks
11.75%4.70%4.70%
Bajaj Finance Limited
Finance
4.02%4.66%4.02%
SBI Life Insurance Company Limited
Insurance
2.57%4.52%2.57%
Multi Commodity Exchange of India Limited
Capital Markets
2.46%4.69%2.46%
Ujjivan Small Finance Bank Limited
Banks
2.28%4.05%2.28%
Cholamandalam Investment and Finance Company Ltd
Finance
2.18%2.43%2.18%
Prudent Corporate Advisory Services Limited
Capital Markets
1.19%1.21%1.19%
Shriram Finance Limited
Finance
3.40%1.17%1.17%
Karur Vysya Bank Limited
Banks
2.22%1.14%1.14%
Aditya Birla Capital Limited
Finance
1.09%3.65%1.09%
ICICI Prudential Asset Management Company Limited
Capital Markets
1.67%0.38%0.38%
Bajaj Finserv Limited
Finance
2.14%0.01%0.01%
ICICI Lombard General Insurance Company Limited
Insurance
1.32%0.01%0.01%

Unique to Baroda BNP Paribas Banking & F

  • IndusInd Bank Limited5.43%
  • Canara Bank4.37%

Unique to DSP Banking & Financial Servic

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
36.0% (7)
Finance
8.5% (5)
Capital Markets
4.0% (3)
Insurance
2.6% (2)

More comparisons for Baroda BNP Paribas Banking & F

More comparisons for DSP Banking & Financial Servic

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