DSP Large Cap Fund vs DSP Large & Mid Cap Fund
DSP vs DSP· Portfolio Overlap Analysis
42.8%High Overlap
21 common stocksRank #19037 / 20,000
Investor takeaway: At 42.8% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.
Common Holdings (21)
| Stock | Wt% in DSP Large Cap | Wt% in DSP Large & Mid Cap | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 8.35% | 6.64% | 6.64% |
HDFC Bank Limited Banks | 9.38% | 6.57% | 6.57% |
Axis Bank Limited Banks | 5.55% | 4.73% | 4.73% |
Infosys Limited IT - Software | 5.14% | 2.65% | 2.65% |
State Bank of India Banks | 2.54% | 2.89% | 2.54% |
Kotak Mahindra Bank Limited Banks | 5.12% | 2.23% | 2.23% |
Samvardhana Motherson International Limited Auto Components | 3.52% | 2.12% | 2.12% |
Mahindra & Mahindra Limited Automobiles | 4.68% | 1.81% | 1.81% |
Petronet LNG Limited Gas | 1.83% | 1.78% | 1.78% |
Power Finance Corporation Limited Finance | 1.39% | 1.38% | 1.38% |
Indus Towers Limited Telecom - Services | 1.23% | 1.46% | 1.23% |
IPCA Laboratories Limited Pharmaceuticals & Biotechnology | 1.22% | 1.69% | 1.22% |
NTPC Limited Power | 5.26% | 1.17% | 1.17% |
Cipla Limited Pharmaceuticals & Biotechnology | 3.90% | 1.12% | 1.12% |
SBI Life Insurance Company Limited Insurance | 2.94% | 0.97% | 0.97% |
GAIL (India) Limited Gas | 2.44% | 0.96% | 0.96% |
ITC Limited Diversified FMCG | 6.67% | 0.86% | 0.86% |
Syngene International Limited Healthcare Services | 1.10% | 0.85% | 0.85% |
Tata Motors Limited Agricultural, Commercial & Construction Vehicles | 0.84% | 0.82% | 0.82% |
ICICI Lombard General Insurance Company Limited Insurance | 0.70% | 1.59% | 0.70% |
Cohance Lifesciences Limited Pharmaceuticals & Biotechnology | 0.88% | 0.49% | 0.49% |
Unique to DSP Large Cap
All top holdings are shared with the other fund.
Unique to DSP Large & Mid Cap
- Tata Consultancy Services Limited2.14%
- Bharti Airtel Limited2.02%
- Max Financial Services Limited1.98%
Sector Overlap Breakdown
Banks22.7% (5)
Pharmaceuticals & Biotechnology2.8% (3)
Gas2.7% (2)
IT - Software2.6% (1)
Auto Components2.1% (1)
Automobiles1.8% (1)
Insurance1.7% (2)
Finance1.4% (1)
Telecom - Services1.2% (1)
Power1.2% (1)
Diversified FMCG0.9% (1)
Healthcare Services0.8% (1)
Agricultural, Commercial & Construction Vehicles0.8% (1)
More comparisons for DSP Large Cap
- vs DSP Aggressive Hybrid56.4% · 27 stocks
- vs DSP ELSS Tax Saver50.9% · 21 stocks
- vs ICICI Prudential Value47.9% · 19 stocks
- vs NIPPON INDIA LARGE CAP45.7% · 18 stocks
- vs ICICI Prudential Nifty Top 15 45.6% · 10 stocks
More comparisons for DSP Large & Mid Cap
- vs DSP ELSS Tax Saver75.0% · 55 stocks
- vs DSP Flexi Cap56.2% · 40 stocks
- vs ADITYA BIRLA SUN LIFE ESG INTE44.9% · 24 stocks
- vs Kotak Large Cap44.7% · 25 stocks
- vs IB11-Groww ELSS Tax Saver44.5% · 26 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.