DSP Banking & Financial Services Fund vs NIPPON INDIA BANKING & FINANCIAL SERVICES FUND

DSP vs Nippon· Portfolio Overlap Analysis

51.3%High Overlap
17 common stocksRank #8936 / 20,000

Investor takeaway: At 51.3% 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 (17)

StockWt% in DSP Banking & Financial ServicWt% in NIPPON INDIA BANKING & FINANCIOverlap
ICICI Bank Limited
Banks
11.57%13.04%11.57%
Axis Bank Limited
Banks
7.78%9.80%7.78%
State Bank of India
Banks
6.41%6.51%6.41%
HDFC Bank Limited
Banks
4.70%14.24%4.70%
SBI Life Insurance Company Limited
Insurance
4.52%3.50%3.50%
Kotak Mahindra Bank Limited
Banks
5.42%3.10%3.10%
Bank of Baroda
Banks
2.92%2.78%2.78%
Max Financial Services Limited
Insurance
3.05%2.58%2.58%
Multi Commodity Exchange of India Limited
Capital Markets
4.69%2.14%2.14%
L&T Finance Limited
Finance
2.27%1.90%1.90%
Bajaj Finance Limited
Finance
4.66%1.71%1.71%
Angel One Limited
Capital Markets
1.74%1.31%1.31%
PNB Housing Finance Limited
Finance
1.90%1.05%1.05%
ICICI Prudential Asset Management Co Limited
Capital Markets
0.38%2.51%0.38%
Seshaasai Technologies Limited
Financial Technology (Fintech)
0.53%0.33%0.33%
Bajaj Finserv Limited
Finance
0.01%3.23%0.01%
ICICI Lombard General Insurance Company Limited
Insurance
0.01%0.92%0.01%

Unique to DSP Banking & Financial Servic

  • Ujjivan Small Finance Bank Limited4.05%
  • Aditya Birla Capital Limited3.65%

Unique to NIPPON INDIA BANKING & FINANCI

  • SBI Cards and Payment Services Limited3.83%
  • The Federal Bank Limited2.76%

Sector Overlap Breakdown

Banks
36.3% (6)
Insurance
6.1% (3)
Finance
4.7% (4)
Capital Markets
3.8% (3)
Financial Technology (Fintech)
0.3% (1)

More comparisons for DSP Banking & Financial Servic

More comparisons for NIPPON INDIA BANKING & FINANCI

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