DSP Banking & Financial Services Fund vs LIC MF BANKING AND FINANCIAL SERVICES FUND

DSP vs LIC· Portfolio Overlap Analysis

47.0%High Overlap
18 common stocksRank #13296 / 20,000

Investor takeaway: At 47.0% 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)

StockWt% in DSP Banking & Financial ServicWt% in LIC MF BANKING AND FINANCIAL SOverlap
ICICI Bank Limited
Banks
11.57%12.62%11.57%
Axis Bank Limited
Banks
7.78%8.44%7.78%
State Bank of India
Banks
6.41%6.04%6.04%
Kotak Mahindra Bank Limited
Banks
5.42%7.77%5.42%
HDFC Bank Limited
Banks
4.70%16.56%4.70%
Ujjivan Small Finance Bank Limited
Banks
4.05%1.88%1.88%
Bajaj Finance Limited
Finance
4.66%1.53%1.53%
Aadhar Housing Finance Limited
Finance
2.41%1.50%1.50%
Shriram Finance Limited
Finance
1.17%1.86%1.17%
Multi Commodity Exchange of India Limited
Capital Markets
4.69%1.07%1.07%
Nippon Life India Asset Management Limited
Capital Markets
2.86%0.96%0.96%
Karur Vysya Bank Limited
Banks
1.14%0.78%0.78%
Aditya Birla Capital Limited
Finance
3.65%0.61%0.61%
Max Financial Services Limited
Insurance
3.05%0.53%0.53%
CSB Bank Limited
Banks
0.49%1.16%0.49%
SBI Life Insurance Company Limited
Insurance
4.52%0.48%0.48%
PB Fintech Limited
Financial Technology (Fintech)
2.98%0.48%0.48%
Power Finance Corporation Limited
Finance
0.00%1.56%0.00%

Unique to DSP Banking & Financial Servic

All top holdings are shared with the other fund.

Unique to LIC MF BANKING AND FINANCIAL S

  • MAS Financial Services Ltd.4.59%
  • SBI Cards & Payment Services Ltd.3.21%
  • Creditaccess Grameen Ltd.2.48%
  • IIFL Finance Ltd.2.23%
  • Piramal Finance Ltd.2.20%

Sector Overlap Breakdown

Banks
38.7% (8)
Finance
4.8% (5)
Capital Markets
2.0% (2)
Insurance
1.0% (2)
Financial Technology (Fintech)
0.5% (1)

More comparisons for DSP Banking & Financial Servic

More comparisons for LIC MF BANKING AND FINANCIAL S

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