DSP Equity Savings Fund vs DSP Large Cap Fund

DSP vs DSP· Portfolio Overlap Analysis

42.9%High Overlap
28 common stocksRank #18961 / 20,000

Investor takeaway: At 42.9% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.

Common Holdings (28)

StockWt% in DSP Equity SavingsWt% in DSP Large CapOverlap
HDFC Bank Limited
Banks
7.37%9.38%7.37%
Axis Bank Limited
Banks
4.50%5.55%4.50%
ITC Limited
Diversified FMCG
3.18%6.67%3.18%
ICICI Bank Limited
Banks
3.10%8.35%3.10%
Kotak Mahindra Bank Limited
Banks
2.52%5.12%2.52%
Bajaj Finance Limited
Finance
2.51%2.64%2.51%
Mahindra & Mahindra Limited
Automobiles
2.11%4.68%2.11%
NTPC Limited
Power
1.98%5.26%1.98%
Cipla Limited
Pharmaceuticals & Biotechnology
1.88%3.90%1.88%
Infosys Limited
IT - Software
1.82%5.14%1.82%
Petronet LNG Limited
Gas
1.35%1.83%1.35%
Indus Towers Limited
Telecom - Services
2.01%1.23%1.23%
State Bank of India
Banks
1.23%2.54%1.23%
HDFC Life Insurance Company Limited
Insurance
0.99%3.44%0.99%
SBI Life Insurance Company Limited
Insurance
0.97%2.94%0.97%
Samvardhana Motherson International Limited
Auto Components
0.82%3.52%0.82%
GAIL (India) Limited
Gas
0.74%2.44%0.74%
ICICI Lombard General Insurance Company Limited
Insurance
0.77%0.70%0.70%
Syngene International Limited
Healthcare Services
0.61%1.10%0.61%
IPCA Laboratories Limited
Pharmaceuticals & Biotechnology
0.58%1.22%0.58%
Maruti Suzuki India Limited
Automobiles
0.49%1.11%0.49%
Cohance Lifesciences Limited
Pharmaceuticals & Biotechnology
0.48%0.88%0.48%
Jubilant Ingrevia Limited
Chemicals & Petrochemicals
0.40%0.92%0.40%
Cyient Limited
IT - Services
0.36%0.61%0.36%
Power Finance Corporation Limited
Finance
0.35%1.39%0.35%
Emcure Pharmaceuticals Limited
Pharmaceuticals & Biotechnology
0.34%0.59%0.34%
Alembic Pharmaceuticals Limited
Pharmaceuticals & Biotechnology
0.19%0.60%0.19%
Oil & Natural Gas Corporation Limited
Oil
0.11%1.81%0.11%

Unique to DSP Equity Savings

  • Reliance Industries Limited2.99%
  • Tata Consultancy Services Limited2.27%

Unique to DSP Large Cap

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
18.7% (5)
Pharmaceuticals & Biotechnology
3.5% (5)
Diversified FMCG
3.2% (1)
Finance
2.9% (2)
Insurance
2.7% (3)
Automobiles
2.6% (2)
Gas
2.1% (2)
Power
2.0% (1)
IT - Software
1.8% (1)
Telecom - Services
1.2% (1)
Auto Components
0.8% (1)
Healthcare Services
0.6% (1)
Chemicals & Petrochemicals
0.4% (1)
IT - Services
0.4% (1)
Oil
0.1% (1)

More comparisons for DSP Equity Savings

More comparisons for DSP Large Cap

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