DSP Banking & Financial Services Fund vs SBI Banking And Financial Services Fund
DSP vs SBI· Portfolio Overlap Analysis
54.5%High Overlap
17 common stocksRank #7037 / 20,000
Investor takeaway: At 54.5% 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)
| Stock | Wt% in DSP Banking & Financial Servic | Wt% in SBI Banking And Financial Serv | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 11.57% | 13.46% | 11.57% |
Axis Bank Limited Banks | 7.78% | 9.37% | 7.78% |
State Bank of India Banks | 6.41% | 10.45% | 6.41% |
Kotak Mahindra Bank Limited Banks | 5.42% | 8.50% | 5.42% |
HDFC Bank Limited Banks | 4.70% | 6.80% | 4.70% |
SBI Life Insurance Company Limited Insurance | 4.52% | 3.29% | 3.29% |
Multi Commodity Exchange of India Limited Capital Markets | 4.69% | 3.20% | 3.20% |
Bank of Baroda Banks | 2.92% | 3.00% | 2.92% |
Bajaj Finance Limited Finance | 4.66% | 2.61% | 2.61% |
Max Financial Services Limited Insurance | 3.05% | 1.70% | 1.70% |
Aditya Birla Capital Limited Finance | 3.65% | 1.34% | 1.34% |
Cholamandalam Investment and Finance Company Limited Finance | 2.43% | 1.17% | 1.17% |
Mahindra & Mahindra Financial Services Limited Finance | 0.68% | 1.17% | 0.68% |
Angel One Limited Capital Markets | 1.74% | 0.67% | 0.67% |
Niva Bupa Health Insurance Company Limited Insurance | 0.90% | 0.64% | 0.64% |
ICICI Prudential Asset Management Co Limited Capital Markets | 0.38% | 0.62% | 0.38% |
Bajaj Finserv Limited Finance | 0.01% | 6.34% | 0.01% |
Unique to DSP Banking & Financial Servic
- Ujjivan Small Finance Bank Limited4.05%
Unique to SBI Banking And Financial Serv
- Muthoot Finance Ltd.4.30%
Sector Overlap Breakdown
Banks38.8% (6)
Finance5.8% (5)
Insurance5.6% (3)
Capital Markets4.3% (3)
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 Mirae Asset Banking and Financ54.2% · 17 stocks
More comparisons for SBI Banking And Financial Serv
- vs TATA NIFTY FINANCIAL SERVICES 65.5% · 13 stocks
- vs Mirae Asset Nifty Financial Se65.5% · 13 stocks
- vs NIPPON INDIA BANKING & FINANCI59.6% · 18 stocks
- vs EDELWEISS FINANCIAL SERVICES58.7% · 14 stocks
- vs Kotak Banking and Financial Se56.6% · 15 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.