DSP Banking & Financial Services Fund vs ICICI Prudential Banking & Financial Services Fund

DSP vs ICICI· Portfolio Overlap Analysis

46.3%High Overlap
19 common stocksRank #14141 / 20,000

Investor takeaway: At 46.3% 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 (19)

StockWt% in DSP Banking & Financial ServicWt% in ICICI Prudential Banking & FinOverlap
ICICI Bank Limited
Banks
11.57%14.05%11.57%
Axis Bank Limited
Banks
7.78%8.31%7.78%
Kotak Mahindra Bank Limited
Banks
5.42%5.00%5.00%
HDFC Bank Limited
Banks
4.70%16.47%4.70%
SBI Life Insurance Company Limited
Insurance
4.52%6.06%4.52%
State Bank of India
Banks
6.41%4.34%4.34%
Bajaj Finance Limited
Finance
4.66%2.63%2.63%
Max Financial Services Limited
Insurance
3.05%2.26%2.26%
PNB Housing Finance Limited
Finance
1.90%1.93%1.90%
CSB Bank Limited
Banks
0.49%0.56%0.49%
Seshaasai Technologies Limited
Financial Technology (Fintech)
0.53%0.36%0.36%
Angel One Limited
Capital Markets
1.74%0.29%0.29%
Aadhar Housing Finance Limited
Finance
2.41%0.28%0.28%
Cholamandalam Investment and Finance Company Limited
Finance
2.43%0.08%0.08%
Canara Robeco Asset Management Company Limited
Capital Markets
1.42%0.08%0.08%
Canara HSBC Life Insurance Company Limited
Insurance
3.53%0.02%0.02%
Bajaj Finserv Limited
Finance
0.01%0.91%0.01%
ICICI Lombard General Insurance Company Limited
Insurance
0.01%3.14%0.01%
Life Insurance Corporation of India
Insurance
0.01%0.57%0.01%

Unique to DSP Banking & Financial Servic

  • Multi Commodity Exchange of India Limited4.69%
  • Ujjivan Small Finance Bank Limited4.05%
  • Aditya Birla Capital Limited3.65%

Unique to ICICI Prudential Banking & Fin

  • SBI Cards & Payment Services Ltd.3.56%
  • HDFC Life Insurance Company Ltd.3.44%
  • LIC Housing Finance Ltd.3.36%

Sector Overlap Breakdown

Banks
33.9% (6)
Insurance
6.8% (5)
Finance
4.9% (5)
Capital Markets
0.4% (2)
Financial Technology (Fintech)
0.4% (1)

More comparisons for DSP Banking & Financial Servic

More comparisons for ICICI Prudential Banking & Fin

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