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)

StockWt% in DSP Large CapWt% in DSP Large & Mid CapOverlap
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

Banks
22.7% (5)
Pharmaceuticals & Biotechnology
2.8% (3)
Gas
2.7% (2)
IT - Software
2.6% (1)
Auto Components
2.1% (1)
Automobiles
1.8% (1)
Insurance
1.7% (2)
Finance
1.4% (1)
Telecom - Services
1.2% (1)
Power
1.2% (1)
Diversified FMCG
0.9% (1)
Healthcare Services
0.8% (1)
Agricultural, Commercial & Construction Vehicles
0.8% (1)

More comparisons for DSP Large Cap

More comparisons for DSP Large & Mid Cap

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