DSP Banking & Financial Services Fund vs Kotak Banking and Financial Services Fund
DSP vs Kotak· Portfolio Overlap Analysis
56.9%High Overlap
18 common stocksRank #6062 / 20,000
Investor takeaway: At 56.9% 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 Kotak Banking and Financial Se | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 11.57% | 11.76% | 11.57% |
Axis Bank Limited Banks | 7.78% | 8.09% | 7.78% |
State Bank of India Banks | 6.41% | 10.66% | 6.41% |
HDFC Bank Limited Banks | 4.70% | 14.49% | 4.70% |
Bajaj Finance Limited Finance | 4.66% | 6.33% | 4.66% |
Kotak Mahindra Bank Limited Banks | 5.42% | 3.71% | 3.71% |
Bank of Maharashtra Banks | 2.95% | 2.29% | 2.29% |
SBI Life Insurance Company Limited Insurance | 4.52% | 2.25% | 2.25% |
Bank of Baroda Banks | 2.92% | 2.18% | 2.18% |
Ujjivan Small Finance Bank Limited Banks | 4.05% | 2.08% | 2.08% |
Nippon Life India Asset Management Limited Capital Markets | 2.86% | 2.01% | 2.01% |
Cholamandalam Investment and Finance Company Limited Finance | 2.43% | 1.99% | 1.99% |
Shriram Finance Limited Finance | 1.17% | 5.01% | 1.17% |
Karur Vysya Bank Limited Banks | 1.14% | 2.09% | 1.14% |
Max Financial Services Limited Insurance | 3.05% | 1.07% | 1.07% |
Canara Robeco Asset Management Company Limited Capital Markets | 1.42% | 0.96% | 0.96% |
PRUDENT CORPORATE ADVISORY SERVICES Limited Capital Markets | 1.21% | 0.95% | 0.95% |
Power Finance Corporation Limited Finance | 0.00% | 1.15% | 0.00% |
Unique to DSP Banking & Financial Servic
- Multi Commodity Exchange of India Limited4.69%
- Aditya Birla Capital Limited3.65%
Unique to Kotak Banking and Financial Se
- BSE LTD2.44%
- POONAWALLA FINCORP LIMITED2.34%
Sector Overlap Breakdown
Banks41.9% (9)
Finance7.8% (4)
Capital Markets3.9% (3)
Insurance3.3% (2)
More comparisons for DSP Banking & Financial Servic
- vs Mahindra Manulife Banking & Fi63.8% · 22 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
- vs Mirae Asset Banking and Financ54.2% · 17 stocks
More comparisons for Kotak Banking and Financial Se
- vs Mirae Asset Nifty Financial Se69.0% · 12 stocks
- vs TATA NIFTY FINANCIAL SERVICES 69.0% · 12 stocks
- vs EDELWEISS FINANCIAL SERVICES65.8% · 17 stocks
- vs Mahindra Manulife Banking & Fi65.2% · 17 stocks
- vs ADITYA BIRLA SUN LIFE BANKING 64.5% · 18 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.