DSP Banking & Financial Services Fund vs TATA BANKING & FINANCIAL SERVICES FUND
DSP vs Tata· Portfolio Overlap Analysis
51.2%High Overlap
19 common stocksRank #8939 / 20,000
Investor takeaway: At 51.2% 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 (19)
| Stock | Wt% in DSP Banking & Financial Servic | Wt% in TATA BANKING & FINANCIAL SERVI | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 11.57% | 13.76% | 11.57% |
Axis Bank Limited Banks | 7.78% | 9.21% | 7.78% |
State Bank of India Banks | 6.41% | 10.43% | 6.41% |
HDFC Bank Limited Banks | 4.70% | 16.33% | 4.70% |
SBI Life Insurance Company Limited Insurance | 4.52% | 3.64% | 3.64% |
Bank of Baroda Banks | 2.92% | 3.61% | 2.92% |
Canara HSBC Life Insurance Company Limited Insurance | 3.53% | 2.50% | 2.50% |
Max Financial Services Limited Insurance | 3.05% | 1.98% | 1.98% |
PNB Housing Finance Limited Finance | 1.90% | 1.90% | 1.90% |
City Union Bank Limited Banks | 2.18% | 1.82% | 1.82% |
Multi Commodity Exchange of India Limited Capital Markets | 4.69% | 1.28% | 1.28% |
Shriram Finance Limited Finance | 1.17% | 4.49% | 1.17% |
PB Fintech Limited Financial Technology (Fintech) | 2.98% | 1.13% | 1.13% |
Nippon Life India Asset Management Limited Capital Markets | 2.86% | 1.08% | 1.08% |
Tata Capital Limited Finance | 0.96% | 1.21% | 0.96% |
ICICI Prudential Asset Management Co Limited Capital Markets | 0.38% | 2.38% | 0.38% |
Bajaj Finserv Limited Finance | 0.01% | 3.12% | 0.01% |
ICICI Lombard General Insurance Company Limited Insurance | 0.01% | 2.33% | 0.01% |
Power Finance Corporation Limited Finance | 0.00% | 1.56% | 0.00% |
Unique to DSP Banking & Financial Servic
- Kotak Mahindra Bank Limited5.42%
- Bajaj Finance Limited4.66%
- Ujjivan Small Finance Bank Limited4.05%
- Aditya Birla Capital Limited3.65%
Unique to TATA BANKING & FINANCIAL SERVI
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks35.2% (6)
Insurance8.1% (4)
Finance4.0% (5)
Capital Markets2.7% (3)
Financial Technology (Fintech)1.1% (1)
More comparisons for DSP Banking & Financial Servic
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- vs Kotak Banking and Financial Se56.9% · 18 stocks
- vs EDELWEISS FINANCIAL SERVICES56.4% · 17 stocks
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- vs SBI Banking And Financial Serv54.5% · 17 stocks
More comparisons for TATA BANKING & FINANCIAL SERVI
- vs HDFC Banking & Financial Servi66.4% · 15 stocks
- vs NIPPON INDIA BANKING & FINANCI65.4% · 16 stocks
- vs TATA NIFTY FINANCIAL SERVICES 65.0% · 10 stocks
- vs Mirae Asset Nifty Financial Se65.0% · 10 stocks
- vs Mirae Asset Banking and Financ62.8% · 13 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.