DSP Large Cap Fund vs ICICI Prudential Value Fund

DSP vs ICICI· Portfolio Overlap Analysis

47.9%High Overlap
19 common stocksRank #12350 / 20,000

Investor takeaway: At 47.9% 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 (19)

StockWt% in DSP Large CapWt% in ICICI Prudential ValueOverlap
ICICI Bank Limited
Banks
8.35%8.71%8.35%
HDFC Bank Limited
Banks
9.38%8.05%8.05%
ITC Limited
Diversified FMCG
6.67%5.19%5.19%
Infosys Limited
IT - Software
5.14%5.93%5.14%
NTPC Limited
Power
5.26%3.15%3.15%
Axis Bank Limited
Banks
5.55%3.13%3.13%
SBI Life Insurance Company Limited
Insurance
2.94%2.76%2.76%
State Bank of India
Banks
2.54%2.37%2.37%
Kotak Mahindra Bank Limited
Banks
5.12%1.53%1.53%
HDFC Life Insurance Company Limited
Insurance
3.44%1.38%1.38%
Cipla Limited
Pharmaceuticals & Biotechnology
3.90%1.24%1.24%
Oil & Natural Gas Corporation Limited
Oil
1.81%1.21%1.21%
Maruti Suzuki India Limited
Automobiles
1.11%2.15%1.11%
Tata Motors Limited
Agricultural, Commercial & Construction Vehicles
0.84%1.45%0.84%
Life Insurance Corporation of India
Insurance
0.82%1.20%0.82%
ICICI Lombard General Insurance Company Limited
Insurance
0.70%0.79%0.70%
HCL Technologies Limited
IT - Software
0.87%0.40%0.40%
GAIL (India) Limited
Gas
2.44%0.32%0.32%
Cohance Lifesciences Limited
Pharmaceuticals & Biotechnology
0.88%0.17%0.17%

Unique to DSP Large Cap

  • Mahindra & Mahindra Limited4.68%
  • Samvardhana Motherson International Limited3.52%

Unique to ICICI Prudential Value

  • Reliance Industries Ltd.6.13%
  • Sun Pharmaceutical Industries Ltd.4.44%
  • Tata Consultancy Services Ltd.4.01%
  • Hindustan Unilever Ltd.3.03%

Sector Overlap Breakdown

Banks
23.4% (5)
Insurance
5.7% (4)
IT - Software
5.5% (2)
Diversified FMCG
5.2% (1)
Power
3.1% (1)
Pharmaceuticals & Biotechnology
1.4% (2)
Oil
1.2% (1)
Automobiles
1.1% (1)
Agricultural, Commercial & Construction Vehicles
0.8% (1)
Gas
0.3% (1)

More comparisons for DSP Large Cap

More comparisons for ICICI Prudential Value

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