DSP ELSS Tax Saver Fund vs DSP Focused Fund

DSP vs DSP· Portfolio Overlap Analysis

44.5%High Overlap
19 common stocksRank #16957 / 20,000

Investor takeaway: At 44.5% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.

Common Holdings (19)

StockWt% in DSP ELSS Tax SaverWt% in DSP FocusedOverlap
ICICI Bank Limited
Banks
8.06%9.08%8.06%
HDFC Bank Limited
Banks
8.03%5.57%5.57%
Axis Bank Limited
Banks
6.23%5.47%5.47%
State Bank of India
Banks
4.57%4.34%4.34%
Bharti Airtel Limited
Telecom - Services
2.93%4.01%2.93%
Infosys Limited
IT - Software
3.74%2.82%2.82%
Samvardhana Motherson International Limited
Auto Components
2.53%3.12%2.53%
Bharat Petroleum Corporation Limited
Petroleum Products
1.78%3.14%1.78%
IPCA Laboratories Limited
Pharmaceuticals & Biotechnology
1.65%3.11%1.65%
SBI Life Insurance Company Limited
Insurance
1.34%4.39%1.34%
Petronet LNG Limited
Gas
1.28%2.59%1.28%
Coforge Limited
IT - Software
1.26%2.90%1.26%
Power Finance Corporation Limited
Finance
1.17%2.33%1.17%
Syngene International Limited
Healthcare Services
0.96%1.60%0.96%
Coromandel International Limited
Fertilizers & Agrochemicals
0.87%2.71%0.87%
Century Plyboards (India) Limited
Consumer Durables
0.84%2.56%0.84%
Cholamandalam Investment and Finance Company Limited
Finance
0.72%4.30%0.72%
Cohance Lifesciences Limited
Pharmaceuticals & Biotechnology
0.59%0.70%0.59%
Manappuram Finance Limited
Finance
0.31%1.76%0.31%

Unique to DSP ELSS Tax Saver

  • Kotak Mahindra Bank Limited2.73%
  • Mahindra & Mahindra Limited2.53%
  • Tata Consultancy Services Limited2.26%

Unique to DSP Focused

  • Bajaj Finance Limited5.29%
  • The Phoenix Mills Limited3.56%
  • Polycab India Limited3.38%

Sector Overlap Breakdown

Banks
23.4% (4)
IT - Software
4.1% (2)
Telecom - Services
2.9% (1)
Auto Components
2.5% (1)
Pharmaceuticals & Biotechnology
2.2% (2)
Finance
2.2% (3)
Petroleum Products
1.8% (1)
Insurance
1.3% (1)
Gas
1.3% (1)
Healthcare Services
1.0% (1)
Fertilizers & Agrochemicals
0.9% (1)
Consumer Durables
0.8% (1)

More comparisons for DSP ELSS Tax Saver

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