DSP Equity Savings Fund vs HDFC NIFTY 100 ETF

DSP vs HDFC· Portfolio Overlap Analysis

47.1%High Overlap

48 common stocksRank #13133 / 20,000

Investor takeaway: At 47.1% 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 (48)

Stock	Wt% in DSP Equity Savings	Wt% in HDFC NIFTY 100 ETF	Overlap
HDFC Bank Limited Banks	7.37%	9.84%	7.37%
ICICI Bank Limited Banks	3.10%	7.14%	3.10%
Reliance Industries Limited Petroleum Products	2.99%	6.82%	2.99%
Axis Bank Limited Banks	4.50%	2.87%	2.87%
Kotak Mahindra Bank Limited Banks	2.52%	2.21%	2.21%
ITC Limited Diversified FMCG	3.18%	2.19%	2.19%
Mahindra & Mahindra Limited Automobiles	2.11%	2.20%	2.11%
Tata Consultancy Services Limited IT - Software	2.27%	1.95%	1.95%
Bajaj Finance Limited Finance	2.51%	1.92%	1.92%
Infosys Limited IT - Software	1.82%	3.30%	1.82%
Bharti Airtel Limited Telecom - Services	1.79%	3.79%	1.79%
Larsen & Toubro Limited Construction	1.48%	3.64%	1.48%
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology	1.38%	1.33%	1.33%
NTPC Limited Power	1.98%	1.31%	1.31%
Titan Company Limited Consumer Durables	1.49%	1.29%	1.29%
State Bank of India Banks	1.23%	3.61%	1.23%
Hindalco Industries Limited Non - Ferrous Metals	1.33%	0.97%	0.97%
Vedanta Limited Diversified Metals	1.35%	0.88%	0.88%
Eicher Motors Limited Automobiles	0.72%	0.80%	0.72%
SBI Life Insurance Company Limited Insurance	0.97%	0.66%	0.66%
HDFC Life Insurance Company Limited Insurance	0.99%	0.56%	0.56%
Cipla Limited Pharmaceuticals & Biotechnology	1.88%	0.55%	0.55%
Hindustan Aeronautics Limited Aerospace & Defense	0.57%	0.54%	0.54%
Bharat Electronics Limited Aerospace & Defense	0.49%	1.15%	0.49%
Maruti Suzuki India Limited Automobiles	0.49%	1.41%	0.49%
Bank of Baroda Banks	1.13%	0.43%	0.43%
Samvardhana Motherson International Limited Auto Components	0.82%	0.43%	0.43%
Tata Power Company Limited Power	0.38%	0.46%	0.38%
Power Finance Corporation Limited Finance	0.35%	0.44%	0.35%
ICICI Lombard General Insurance Company Limited Insurance	0.77%	0.33%	0.33%
GAIL (India) Limited Gas	0.74%	0.33%	0.33%
Punjab National Bank Banks	0.75%	0.32%	0.32%
Ambuja Cements Limited Cement & Cement Products	0.38%	0.22%	0.22%
DLF Limited Realty	0.21%	0.28%	0.21%
TVS Motor Company Limited Automobiles	0.19%	0.66%	0.19%
Power Grid Corporation of India Limited Power	0.18%	0.98%	0.18%
Adani Enterprises Limited Metals & Minerals Trading	0.17%	0.41%	0.17%
JSW Steel Limited Ferrous Metals	0.15%	0.86%	0.15%
Adani Ports and Special Economic Zone Limited Transport Infrastructure	0.13%	0.81%	0.13%
United Spirits Limited Beverages	0.11%	0.30%	0.11%
Oil & Natural Gas Corporation Limited Oil	0.11%	0.79%	0.11%
Shriram Finance Limited Finance	0.10%	1.10%	0.10%
Apollo Hospitals Enterprise Limited Healthcare Services	0.10%	0.58%	0.10%
Zydus Lifesciences Limited Pharmaceuticals & Biotechnology	0.03%	0.17%	0.03%
Info Edge (India) Limited Retailing	0.02%	0.29%	0.02%
Tata Motors Passenger Vehicles Limited Automobiles	0.02%	0.58%	0.02%
Pidilite Industries Limited Chemicals & Petrochemicals	0.00%	0.34%	0.00%
UltraTech Cement Limited Cement & Cement Products	0.00%	1.09%	0.00%

Unique to DSP Equity Savings

Indus Towers Limited2.01%

Unique to HDFC NIFTY 100 ETF

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks

17.5% (7)

IT - Software

3.8% (2)

Automobiles

3.5% (5)

Petroleum Products

3.0% (1)

Finance

2.4% (3)

Diversified FMCG

2.2% (1)

Pharmaceuticals & Biotechnology

1.9% (3)

Power

1.9% (3)

Telecom - Services

1.8% (1)

Insurance

1.6% (3)

Construction

1.5% (1)

Consumer Durables

1.3% (1)

Aerospace & Defense

1.0% (2)

Non - Ferrous Metals

1.0% (1)

Diversified Metals

0.9% (1)

Auto Components

0.4% (1)

Gas

0.3% (1)

Cement & Cement Products

0.2% (2)

Realty

0.2% (1)

Metals & Minerals Trading

0.2% (1)

Ferrous Metals

0.1% (1)

Transport Infrastructure

0.1% (1)

Beverages

0.1% (1)

Oil

0.1% (1)

Healthcare Services

0.1% (1)

Retailing

0.0% (1)

Chemicals & Petrochemicals

0.0% (1)

More comparisons for DSP Equity Savings

vs SBI BSE 100 ETF47.2% · 51 stocks
vs LIC MF NIFTY 100 ETF47.2% · 48 stocks
vs Axis Nifty 100 Index47.1% · 48 stocks
vs ICICI Prudential Nifty 100 ETF47.1% · 48 stocks
vs HDFC NIFTY 100 Index47.1% · 48 stocks

More comparisons for HDFC NIFTY 100 ETF

vs ICICI Prudential Nifty 100 ETF100.0% · 100 stocks
vs Axis Nifty 100 Index99.9% · 100 stocks
vs Nippon India ETF Nifty 10099.9% · 100 stocks
vs HDFC NIFTY 100 Index99.9% · 100 stocks
vs Motilal Oswal Nifty 100 ETF99.9% · 100 stocks

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