DSP Aggressive Hybrid Fund vs DSP ELSS Tax Saver Fund

DSP vs DSP· Portfolio Overlap Analysis

46.2%High Overlap
25 common stocksRank #14283 / 20,000

Investor takeaway: At 46.2% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.

Common Holdings (25)

StockWt% in DSP Aggressive HybridWt% in DSP ELSS Tax SaverOverlap
HDFC Bank Limited
Banks
8.93%8.03%8.03%
ICICI Bank Limited
Banks
5.27%8.06%5.27%
Axis Bank Limited
Banks
3.68%6.23%3.68%
Infosys Limited
IT - Software
2.88%3.74%2.88%
Kotak Mahindra Bank Limited
Banks
3.27%2.73%2.73%
Mahindra & Mahindra Limited
Automobiles
2.78%2.53%2.53%
Samvardhana Motherson International Limited
Auto Components
2.52%2.53%2.52%
NTPC Limited
Power
2.23%1.85%1.85%
Cipla Limited
Pharmaceuticals & Biotechnology
2.61%1.46%1.46%
GAIL (India) Limited
Gas
1.39%1.40%1.39%
SBI Life Insurance Company Limited
Insurance
2.74%1.34%1.34%
State Bank of India
Banks
1.30%4.57%1.30%
Petronet LNG Limited
Gas
1.69%1.28%1.28%
ITC Limited
Diversified FMCG
3.60%1.23%1.23%
IPCA Laboratories Limited
Pharmaceuticals & Biotechnology
1.19%1.65%1.19%
Emami Limited
Personal Products
1.81%1.17%1.17%
Power Finance Corporation Limited
Finance
1.43%1.17%1.17%
Indus Towers Limited
Telecom - Services
1.12%1.60%1.12%
Syngene International Limited
Healthcare Services
0.89%0.96%0.89%
Century Plyboards (India) Limited
Consumer Durables
0.75%0.84%0.75%
Gujarat Fluorochemicals Limited
Chemicals & Petrochemicals
0.72%0.72%0.72%
Cohance Lifesciences Limited
Pharmaceuticals & Biotechnology
0.73%0.59%0.59%
Tata Motors Limited
Agricultural, Commercial & Construction Vehicles
0.57%0.94%0.57%
Alembic Pharmaceuticals Limited
Pharmaceuticals & Biotechnology
0.48%0.59%0.48%
Coforge Limited
IT - Software
0.08%1.26%0.08%

Unique to DSP Aggressive Hybrid

All top holdings are shared with the other fund.

Unique to DSP ELSS Tax Saver

  • Bharti Airtel Limited2.93%
  • Tata Consultancy Services Limited2.26%

Sector Overlap Breakdown

Banks
21.0% (5)
Pharmaceuticals & Biotechnology
3.7% (4)
IT - Software
3.0% (2)
Gas
2.7% (2)
Automobiles
2.5% (1)
Auto Components
2.5% (1)
Power
1.9% (1)
Insurance
1.3% (1)
Diversified FMCG
1.2% (1)
Personal Products
1.2% (1)
Finance
1.2% (1)
Telecom - Services
1.1% (1)
Healthcare Services
0.9% (1)
Consumer Durables
0.8% (1)
Chemicals & Petrochemicals
0.7% (1)
Agricultural, Commercial & Construction Vehicles
0.6% (1)

More comparisons for DSP Aggressive Hybrid

More comparisons for DSP ELSS Tax Saver

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