DSP Flexi Cap Fund vs DSP Large & Mid Cap Fund

DSP vs DSP· Portfolio Overlap Analysis

56.2%High Overlap
40 common stocksRank #6476 / 20,000

Investor takeaway: At 56.2% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.

Common Holdings (40)

StockWt% in DSP Flexi CapWt% in DSP Large & Mid CapOverlap
ICICI Bank Limited
Banks
8.73%6.64%6.64%
HDFC Bank Limited
Banks
5.25%6.57%5.25%
Axis Bank Limited
Banks
5.33%4.73%4.73%
State Bank of India
Banks
4.66%2.89%2.89%
Samvardhana Motherson International Limited
Auto Components
2.96%2.12%2.12%
Bharti Airtel Limited
Telecom - Services
2.93%2.02%2.02%
Max Financial Services Limited
Insurance
2.19%1.98%1.98%
Infosys Limited
IT - Software
1.88%2.65%1.88%
Mahindra & Mahindra Limited
Automobiles
1.80%1.81%1.80%
Coforge Limited
IT - Software
2.06%1.48%1.48%
Indus Towers Limited
Telecom - Services
1.58%1.46%1.46%
Alkem Laboratories Limited
Pharmaceuticals & Biotechnology
1.66%1.41%1.41%
Power Finance Corporation Limited
Finance
1.44%1.38%1.38%
UNO Minda Limited
Auto Components
1.73%1.25%1.25%
Eternal Limited
Retailing
1.30%1.24%1.24%
AU Small Finance Bank Limited
Banks
1.23%1.46%1.23%
Petronet LNG Limited
Gas
1.23%1.78%1.23%
APL Apollo Tubes Limited
Industrial Products
1.95%1.21%1.21%
IPCA Laboratories Limited
Pharmaceuticals & Biotechnology
1.19%1.69%1.19%
Bharat Petroleum Corporation Limited
Petroleum Products
2.18%1.17%1.17%
Tata Consultancy Services Limited
IT - Software
1.15%2.14%1.15%
Cipla Limited
Pharmaceuticals & Biotechnology
1.57%1.12%1.12%
Oil India Limited
Oil
1.07%1.51%1.07%
SBI Life Insurance Company Limited
Insurance
1.00%0.97%0.97%
GAIL (India) Limited
Gas
1.02%0.96%0.96%
Gujarat Fluorochemicals Limited
Chemicals & Petrochemicals
1.01%0.95%0.95%
ICICI Lombard General Insurance Company Limited
Insurance
0.79%1.59%0.79%
Syngene International Limited
Healthcare Services
0.76%0.85%0.76%
Niva Bupa Health Insurance Company Limited
Insurance
0.78%0.66%0.66%
Schaeffler India Limited
Auto Components
0.61%1.33%0.61%
Coromandel International Limited
Fertilizers & Agrochemicals
0.52%1.30%0.52%
Cohance Lifesciences Limited
Pharmaceuticals & Biotechnology
0.63%0.49%0.49%
Atul Limited
Chemicals & Petrochemicals
0.46%0.54%0.46%
Century Plyboards (India) Limited
Consumer Durables
1.67%0.41%0.41%
KEC International Limited
Construction
1.12%0.39%0.39%
Hindustan Unilever Limited
Diversified FMCG
0.39%0.78%0.39%
Emami Limited
Personal Products
0.34%0.90%0.34%
Manappuram Finance Limited
Finance
1.11%0.24%0.24%
JK Cement Limited
Cement & Cement Products
0.59%0.22%0.22%
The Phoenix Mills Limited
Realty
0.10%1.56%0.10%

Unique to DSP Flexi Cap

  • Bajaj Finance Limited4.97%
  • Cholamandalam Investment and Finance Company Limited3.35%

Unique to DSP Large & Mid Cap

  • Kotak Mahindra Bank Limited2.23%

Sector Overlap Breakdown

Banks
20.7% (5)
IT - Software
4.5% (3)
Insurance
4.4% (4)
Pharmaceuticals & Biotechnology
4.2% (4)
Auto Components
4.0% (3)
Telecom - Services
3.5% (2)
Gas
2.2% (2)
Automobiles
1.8% (1)
Finance
1.6% (2)
Chemicals & Petrochemicals
1.4% (2)
Retailing
1.2% (1)
Industrial Products
1.2% (1)
Petroleum Products
1.2% (1)
Oil
1.1% (1)
Healthcare Services
0.8% (1)
Fertilizers & Agrochemicals
0.5% (1)
Consumer Durables
0.4% (1)
Construction
0.4% (1)
Diversified FMCG
0.4% (1)
Personal Products
0.3% (1)
Cement & Cement Products
0.2% (1)
Realty
0.1% (1)

More comparisons for DSP Flexi Cap

More comparisons for DSP Large & Mid Cap

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