DSP Aggressive Hybrid Fund vs DSP Large & Mid Cap Fund

DSP vs DSP· Portfolio Overlap Analysis

43.4%High Overlap
28 common stocksRank #18391 / 20,000

Investor takeaway: At 43.4% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.

Common Holdings (28)

StockWt% in DSP Aggressive HybridWt% in DSP Large & Mid CapOverlap
HDFC Bank Limited
Banks
8.93%6.57%6.57%
ICICI Bank Limited
Banks
5.27%6.64%5.27%
Axis Bank Limited
Banks
3.68%4.73%3.68%
Infosys Limited
IT - Software
2.88%2.65%2.65%
Kotak Mahindra Bank Limited
Banks
3.27%2.23%2.23%
Samvardhana Motherson International Limited
Auto Components
2.52%2.12%2.12%
Mahindra & Mahindra Limited
Automobiles
2.78%1.81%1.81%
Petronet LNG Limited
Gas
1.69%1.78%1.69%
Power Finance Corporation Limited
Finance
1.43%1.38%1.38%
State Bank of India
Banks
1.30%2.89%1.30%
IPCA Laboratories Limited
Pharmaceuticals & Biotechnology
1.19%1.69%1.19%
NTPC Limited
Power
2.23%1.17%1.17%
Cipla Limited
Pharmaceuticals & Biotechnology
2.61%1.12%1.12%
Indus Towers Limited
Telecom - Services
1.12%1.46%1.12%
ICICI Lombard General Insurance Company Limited
Insurance
1.04%1.59%1.04%
SBI Life Insurance Company Limited
Insurance
2.74%0.97%0.97%
GAIL (India) Limited
Gas
1.39%0.96%0.96%
Emami Limited
Personal Products
1.81%0.90%0.90%
ITC Limited
Diversified FMCG
3.60%0.86%0.86%
Syngene International Limited
Healthcare Services
0.89%0.85%0.85%
APL Apollo Tubes Limited
Industrial Products
0.85%1.21%0.85%
Alkem Laboratories Limited
Pharmaceuticals & Biotechnology
0.82%1.41%0.82%
Gujarat Fluorochemicals Limited
Chemicals & Petrochemicals
0.72%0.95%0.72%
Tata Motors Limited
Agricultural, Commercial & Construction Vehicles
0.57%0.82%0.57%
UNO Minda Limited
Auto Components
0.54%1.25%0.54%
Cohance Lifesciences Limited
Pharmaceuticals & Biotechnology
0.73%0.49%0.49%
Century Plyboards (India) Limited
Consumer Durables
0.75%0.41%0.41%
Coforge Limited
IT - Software
0.08%1.48%0.08%

Unique to DSP Aggressive Hybrid

All top holdings are shared with the other fund.

Unique to DSP Large & Mid Cap

  • Tata Consultancy Services Limited2.14%
  • Bharti Airtel Limited2.02%
  • Max Financial Services Limited1.98%

Sector Overlap Breakdown

Banks
19.1% (5)
Pharmaceuticals & Biotechnology
3.6% (4)
IT - Software
2.7% (2)
Auto Components
2.7% (2)
Gas
2.6% (2)
Insurance
2.0% (2)
Automobiles
1.8% (1)
Finance
1.4% (1)
Power
1.2% (1)
Telecom - Services
1.1% (1)
Personal Products
0.9% (1)
Diversified FMCG
0.9% (1)
Healthcare Services
0.8% (1)
Industrial Products
0.8% (1)
Chemicals & Petrochemicals
0.7% (1)
Agricultural, Commercial & Construction Vehicles
0.6% (1)
Consumer Durables
0.4% (1)

More comparisons for DSP Aggressive Hybrid

More comparisons for DSP Large & Mid Cap

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