DSP Banking & Financial Services Fund vs Mirae Asset Banking and Financial Services Fund

DSP vs Mirae· Portfolio Overlap Analysis

54.2%High Overlap
17 common stocksRank #7197 / 20,000

Investor takeaway: At 54.2% 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 (17)

StockWt% in DSP Banking & Financial ServicWt% in Mirae Asset Banking and FinancOverlap
ICICI Bank Limited
Banks
11.57%13.75%11.57%
Axis Bank Limited
Banks
7.78%8.38%7.78%
State Bank of India
Banks
6.41%10.43%6.41%
HDFC Bank Limited
Banks
4.70%16.50%4.70%
Kotak Mahindra Bank Limited
Banks
5.42%3.96%3.96%
SBI Life Insurance Company Limited
Insurance
4.52%3.37%3.37%
Bajaj Finance Limited
Finance
4.66%3.36%3.36%
Aditya Birla Capital Limited
Finance
3.65%2.57%2.57%
L&T Finance Limited
Finance
2.27%2.47%2.27%
Canara HSBC Life Insurance Company Limited
Insurance
3.53%1.99%1.99%
Multi Commodity Exchange of India Limited
Capital Markets
4.69%1.50%1.50%
Bank of Baroda
Banks
2.92%1.21%1.21%
Shriram Finance Limited
Finance
1.17%2.23%1.17%
Karur Vysya Bank Limited
Banks
1.14%2.86%1.14%
Aadhar Housing Finance Limited
Finance
2.41%0.93%0.93%
PB Fintech Limited
Financial Technology (Fintech)
2.98%0.23%0.23%
Power Finance Corporation Limited
Finance
0.00%1.28%0.00%

Unique to DSP Banking & Financial Servic

  • Ujjivan Small Finance Bank Limited4.05%

Unique to Mirae Asset Banking and Financ

  • The Federal Bank Ltd.2.80%

Sector Overlap Breakdown

Banks
36.8% (7)
Finance
10.3% (6)
Insurance
5.4% (2)
Capital Markets
1.5% (1)
Financial Technology (Fintech)
0.2% (1)

More comparisons for DSP Banking & Financial Servic

More comparisons for Mirae Asset Banking and Financ

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