DSP Banking & Financial Services Fund vs EDELWEISS FINANCIAL SERVICES FUND
DSP vs Edelweiss· Portfolio Overlap Analysis
56.4%High Overlap
17 common stocksRank #6378 / 20,000
Investor takeaway: At 56.4% 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)
| Stock | Wt% in DSP Banking & Financial Servic | Wt% in EDELWEISS FINANCIAL SERVICES | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 11.57% | 10.29% | 10.29% |
Axis Bank Limited Banks | 7.78% | 8.90% | 7.78% |
State Bank of India Banks | 6.41% | 11.20% | 6.41% |
Kotak Mahindra Bank Limited Banks | 5.42% | 6.64% | 5.42% |
HDFC Bank Limited Banks | 4.70% | 11.25% | 4.70% |
SBI Life Insurance Company Limited Insurance | 4.52% | 5.27% | 4.52% |
Max Financial Services Limited Insurance | 3.05% | 4.82% | 3.05% |
Bajaj Finance Limited Finance | 4.66% | 2.85% | 2.85% |
Cholamandalam Investment and Finance Company Limited Finance | 2.43% | 3.04% | 2.43% |
City Union Bank Limited Banks | 2.18% | 2.45% | 2.18% |
L&T Finance Limited Finance | 2.27% | 1.87% | 1.87% |
Shriram Finance Limited Finance | 1.17% | 5.98% | 1.17% |
Karur Vysya Bank Limited Banks | 1.14% | 2.47% | 1.14% |
Bank of Baroda Banks | 2.92% | 1.06% | 1.06% |
PB Fintech Limited Financial Technology (Fintech) | 2.98% | 0.98% | 0.98% |
Multi Commodity Exchange of India Limited Capital Markets | 4.69% | 0.51% | 0.51% |
Power Finance Corporation Limited Finance | 0.00% | 1.93% | 0.00% |
Unique to DSP Banking & Financial Servic
- Ujjivan Small Finance Bank Limited4.05%
- Aditya Birla Capital Limited3.65%
Unique to EDELWEISS FINANCIAL SERVICES
- BSE Ltd.4.92%
Sector Overlap Breakdown
Banks39.0% (8)
Finance8.3% (5)
Insurance7.6% (2)
Financial Technology (Fintech)1.0% (1)
Capital Markets0.5% (1)
More comparisons for DSP Banking & Financial Servic
- vs Mahindra Manulife Banking & Fi63.8% · 22 stocks
- vs Kotak Banking and Financial Se56.9% · 18 stocks
- vs ADITYA BIRLA SUN LIFE BANKING 54.5% · 20 stocks
- vs SBI Banking And Financial Serv54.5% · 17 stocks
- vs Mirae Asset Banking and Financ54.2% · 17 stocks
More comparisons for EDELWEISS FINANCIAL SERVICES
- vs TATA NIFTY FINANCIAL SERVICES 68.1% · 13 stocks
- vs Mirae Asset Nifty Financial Se68.1% · 13 stocks
- vs Kotak Banking and Financial Se65.8% · 17 stocks
- vs Mirae Asset Banking and Financ63.2% · 16 stocks
- vs HDFC Banking & Financial Servi61.8% · 13 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.