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)
| Stock | Wt% in DSP Banking & Financial Servic | Wt% in LIC MF BANKING AND FINANCIAL S | Overlap |
|---|---|---|---|
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
Banks38.7% (8)
Finance4.8% (5)
Capital Markets2.0% (2)
Insurance1.0% (2)
Financial Technology (Fintech)0.5% (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 LIC MF BANKING AND FINANCIAL S
- vs Bajaj Finserv Banking and Fina60.6% · 15 stocks
- vs HDFC Banking & Financial Servi58.8% · 14 stocks
- vs Mirae Asset Nifty Financial Se58.7% · 12 stocks
- vs TATA NIFTY FINANCIAL SERVICES 58.7% · 12 stocks
- vs Mirae Asset Banking and Financ58.6% · 17 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.