DSP Large Cap Fund vs TATA LARGE CAP FUND
DSP vs Tata· Portfolio Overlap Analysis
45.2%High Overlap
14 common stocksRank #15811 / 20,000
Investor takeaway: At 45.2% 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 (14)
| Stock | Wt% in DSP Large Cap | Wt% in TATA LARGE CAP | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 8.35% | 9.12% | 8.35% |
HDFC Bank Limited Banks | 9.38% | 8.20% | 8.20% |
Axis Bank Limited Banks | 5.55% | 4.08% | 4.08% |
Kotak Mahindra Bank Limited Banks | 5.12% | 3.72% | 3.72% |
Infosys Limited IT - Software | 5.14% | 3.54% | 3.54% |
Mahindra & Mahindra Limited Automobiles | 4.68% | 2.89% | 2.89% |
Bajaj Finance Limited Finance | 2.64% | 3.04% | 2.64% |
State Bank of India Banks | 2.54% | 3.54% | 2.54% |
Samvardhana Motherson International Limited Auto Components | 3.52% | 2.32% | 2.32% |
HDFC Life Insurance Company Limited Insurance | 3.44% | 1.93% | 1.93% |
NTPC Limited Power | 5.26% | 1.79% | 1.79% |
ICICI Prudential Asset Management Co Limited Capital Markets | 1.34% | 1.83% | 1.34% |
Indus Towers Limited Telecom - Services | 1.23% | 1.23% | 1.23% |
Cyient Limited IT - Services | 0.61% | 0.66% | 0.61% |
Unique to DSP Large Cap
- ITC Limited6.67%
- Cipla Limited3.90%
Unique to TATA LARGE CAP
- RELIANCE INDUSTRIES LTD.5.26%
- LARSEN & TOUBRO LTD.3.58%
Sector Overlap Breakdown
Banks26.9% (5)
IT - Software3.5% (1)
Automobiles2.9% (1)
Finance2.6% (1)
Auto Components2.3% (1)
Insurance1.9% (1)
Power1.8% (1)
Capital Markets1.3% (1)
Telecom - Services1.2% (1)
IT - Services0.6% (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 TATA LARGE CAP
- vs ADITYA BIRLA SUN LIFE BSE SENS61.5% · 19 stocks
- vs HDFC BSE SENSEX ETF61.5% · 19 stocks
- vs HDFC BSE Sensex Index61.5% · 19 stocks
- vs ICICI Prudential BSE Sensex ET61.5% · 19 stocks
- vs Kotak BSE Sensex ETF61.5% · 19 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.