DSP Flexi Cap Fund vs DSP Focused Fund

DSP vs DSP· Portfolio Overlap Analysis

58.8%High Overlap
25 common stocksRank #5441 / 20,000

Investor takeaway: At 58.8% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.

Common Holdings (25)

StockWt% in DSP Flexi CapWt% in DSP FocusedOverlap
ICICI Bank Limited
Banks
8.73%9.08%8.73%
Axis Bank Limited
Banks
5.33%5.47%5.33%
HDFC Bank Limited
Banks
5.25%5.57%5.25%
Bajaj Finance Limited
Finance
4.97%5.29%4.97%
State Bank of India
Banks
4.66%4.34%4.34%
Cholamandalam Investment and Finance Company Limited
Finance
3.35%4.30%3.35%
Samvardhana Motherson International Limited
Auto Components
2.96%3.12%2.96%
Bharti Airtel Limited
Telecom - Services
2.93%4.01%2.93%
Bharat Petroleum Corporation Limited
Petroleum Products
2.18%3.14%2.18%
Coforge Limited
IT - Software
2.06%2.90%2.06%
Polycab India Limited
Industrial Products
1.95%3.38%1.95%
Infosys Limited
IT - Software
1.88%2.82%1.88%
Century Plyboards (India) Limited
Consumer Durables
1.67%2.56%1.67%
Power Finance Corporation Limited
Finance
1.44%2.33%1.44%
Kirloskar Oil Engines Limited
Industrial Products
1.38%1.86%1.38%
PRUDENT CORPORATE ADVISORY SERVICES Limited
Capital Markets
1.31%1.86%1.31%
Petronet LNG Limited
Gas
1.23%2.59%1.23%
IPCA Laboratories Limited
Pharmaceuticals & Biotechnology
1.19%3.11%1.19%
Manappuram Finance Limited
Finance
1.11%1.76%1.11%
SBI Life Insurance Company Limited
Insurance
1.00%4.39%1.00%
Syngene International Limited
Healthcare Services
0.76%1.60%0.76%
Cohance Lifesciences Limited
Pharmaceuticals & Biotechnology
0.63%0.70%0.63%
PG Electroplast Limited
Consumer Durables
0.55%2.21%0.55%
Coromandel International Limited
Fertilizers & Agrochemicals
0.52%2.71%0.52%
The Phoenix Mills Limited
Realty
0.10%3.56%0.10%

Unique to DSP Flexi Cap

  • Max Financial Services Limited2.19%

Unique to DSP Focused

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
23.6% (4)
Finance
10.9% (4)
IT - Software
3.9% (2)
Industrial Products
3.3% (2)
Auto Components
3.0% (1)
Telecom - Services
2.9% (1)
Consumer Durables
2.2% (2)
Petroleum Products
2.2% (1)
Pharmaceuticals & Biotechnology
1.8% (2)
Capital Markets
1.3% (1)
Gas
1.2% (1)
Insurance
1.0% (1)
Healthcare Services
0.8% (1)
Fertilizers & Agrochemicals
0.5% (1)
Realty
0.1% (1)

More comparisons for DSP Flexi Cap

More comparisons for DSP Focused

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