DSP Banking & Financial Services Fund vs IB19-Groww Banking & Financial Services Fund
DSP vs Groww· Portfolio Overlap Analysis
53.7%High Overlap
18 common stocksRank #7430 / 20,000
Investor takeaway: At 53.7% 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 (18)
| Stock | Wt% in DSP Banking & Financial Servic | Wt% in IB19-Groww Banking & Financial | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 11.57% | 9.56% | 9.56% |
State Bank of India Banks | 6.41% | 8.28% | 6.41% |
Axis Bank Limited Banks | 7.78% | 6.03% | 6.03% |
Bajaj Finance Limited Finance | 4.66% | 6.45% | 4.66% |
SBI Life Insurance Company Limited Insurance | 4.52% | 3.57% | 3.57% |
Multi Commodity Exchange of India Limited Capital Markets | 4.69% | 3.21% | 3.21% |
Bank of Baroda Banks | 2.92% | 2.67% | 2.67% |
Max Financial Services Limited Insurance | 3.05% | 2.56% | 2.56% |
Aditya Birla Capital Limited Finance | 3.65% | 2.55% | 2.55% |
L&T Finance Limited Finance | 2.27% | 3.45% | 2.27% |
Ujjivan Small Finance Bank Limited Banks | 4.05% | 2.25% | 2.25% |
Nippon Life India Asset Management Limited Capital Markets | 2.86% | 2.25% | 2.25% |
PB Fintech Limited Financial Technology (Fintech) | 2.98% | 1.49% | 1.49% |
PRUDENT CORPORATE ADVISORY SERVICES Limited Capital Markets | 1.21% | 2.23% | 1.21% |
Karur Vysya Bank Limited Banks | 1.14% | 2.50% | 1.14% |
City Union Bank Limited Banks | 2.18% | 1.00% | 1.00% |
Niva Bupa Health Insurance Company Limited Insurance | 0.90% | 0.76% | 0.76% |
ICICI Prudential Asset Management Co Limited Capital Markets | 0.38% | 0.08% | 0.08% |
Unique to DSP Banking & Financial Servic
- Kotak Mahindra Bank Limited5.42%
- HDFC Bank Limited4.70%
Unique to IB19-Groww Banking & Financial
- SBFC Finance Limited3.84%
- BSE Ltd3.30%
- Union Bank of India3.25%
Sector Overlap Breakdown
Banks29.1% (7)
Finance9.5% (3)
Insurance6.9% (3)
Capital Markets6.8% (4)
Financial Technology (Fintech)1.5% (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 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 IB19-Groww Banking & Financial
- vs EDELWEISS FINANCIAL SERVICES49.3% · 16 stocks
- vs Kotak Banking and Financial Se48.4% · 16 stocks
- vs Mirae Asset Banking and Financ45.8% · 14 stocks
- vs SBI Banking And Financial Serv45.1% · 15 stocks
- vs Mahindra Manulife Banking & Fi44.6% · 15 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.