DSP Banking & Financial Services Fund vs HDFC Banking & Financial Services Fund
DSP vs HDFC· Portfolio Overlap Analysis
51.4%High Overlap
17 common stocksRank #8724 / 20,000
Investor takeaway: At 51.4% 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 HDFC Banking & Financial Servi | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 11.57% | 13.99% | 11.57% |
Axis Bank Limited Banks | 7.78% | 8.71% | 7.78% |
State Bank of India Banks | 6.41% | 7.46% | 6.41% |
Kotak Mahindra Bank Limited Banks | 5.42% | 8.13% | 5.42% |
HDFC Bank Limited Banks | 4.70% | 16.63% | 4.70% |
Bajaj Finance Limited Finance | 4.66% | 4.36% | 4.36% |
SBI Life Insurance Company Limited Insurance | 4.52% | 3.12% | 3.12% |
Max Financial Services Limited Insurance | 3.05% | 1.61% | 1.61% |
PNB Housing Finance Limited Finance | 1.90% | 1.17% | 1.17% |
Shriram Finance Limited Finance | 1.17% | 4.89% | 1.17% |
Karur Vysya Bank Limited Banks | 1.14% | 2.33% | 1.14% |
Angel One Limited Capital Markets | 1.74% | 1.09% | 1.09% |
PB Fintech Limited Financial Technology (Fintech) | 2.98% | 0.77% | 0.77% |
Multi Commodity Exchange of India Limited Capital Markets | 4.69% | 0.70% | 0.70% |
ICICI Prudential Asset Management Co Limited Capital Markets | 0.38% | 1.98% | 0.38% |
Bajaj Finserv Limited Finance | 0.01% | 1.22% | 0.01% |
ICICI Lombard General Insurance Company Limited Insurance | 0.01% | 2.21% | 0.01% |
Unique to DSP Banking & Financial Servic
- Ujjivan Small Finance Bank Limited4.05%
- Aditya Birla Capital Limited3.65%
Unique to HDFC Banking & Financial Servi
- Au Small Finance Bank Ltd.2.97%
Sector Overlap Breakdown
Banks37.0% (6)
Finance6.7% (4)
Insurance4.7% (3)
Capital Markets2.2% (3)
Financial Technology (Fintech)0.8% (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 EDELWEISS FINANCIAL SERVICES56.4% · 17 stocks
- vs ADITYA BIRLA SUN LIFE BANKING 54.5% · 20 stocks
- vs SBI Banking And Financial Serv54.5% · 17 stocks
More comparisons for HDFC Banking & Financial Servi
- vs ADITYA BIRLA SUN LIFE BANKING 70.6% · 19 stocks
- vs TATA NIFTY FINANCIAL SERVICES 69.2% · 10 stocks
- vs Mirae Asset Nifty Financial Se69.2% · 10 stocks
- vs TATA BANKING & FINANCIAL SERVI66.4% · 15 stocks
- vs Mirae Asset Banking and Financ66.1% · 15 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.