DSP Large & Mid Cap Fund vs IB11-Groww ELSS Tax Saver Fund
DSP vs Groww· Portfolio Overlap Analysis
44.5%High Overlap
26 common stocksRank #16935 / 20,000
Investor takeaway: At 44.5% 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 (26)
| Stock | Wt% in DSP Large & Mid Cap | Wt% in IB11-Groww ELSS Tax Saver | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 6.57% | 8.05% | 6.57% |
ICICI Bank Limited Banks | 6.64% | 5.75% | 5.75% |
State Bank of India Banks | 2.89% | 3.53% | 2.89% |
Axis Bank Limited Banks | 4.73% | 2.60% | 2.60% |
Infosys Limited IT - Software | 2.65% | 2.49% | 2.49% |
Kotak Mahindra Bank Limited Banks | 2.23% | 2.23% | 2.23% |
Bharti Airtel Limited Telecom - Services | 2.02% | 3.23% | 2.02% |
Mahindra & Mahindra Limited Automobiles | 1.81% | 2.35% | 1.81% |
Larsen & Toubro Limited Construction | 1.58% | 3.35% | 1.58% |
The Federal Bank Limited Banks | 1.48% | 2.11% | 1.48% |
Shriram Finance Limited Finance | 1.82% | 1.36% | 1.36% |
AU Small Finance Bank Limited Banks | 1.46% | 1.34% | 1.34% |
Bharat Forge Limited Auto Components | 1.23% | 1.26% | 1.23% |
Fortis Healthcare Limited Healthcare Services | 1.37% | 1.22% | 1.22% |
Eternal Limited Retailing | 1.24% | 1.15% | 1.15% |
Lupin Limited Pharmaceuticals & Biotechnology | 1.35% | 1.12% | 1.12% |
Tata Consultancy Services Limited IT - Software | 2.14% | 1.08% | 1.08% |
ICICI Lombard General Insurance Company Limited Insurance | 1.59% | 1.03% | 1.03% |
Max Financial Services Limited Insurance | 1.98% | 1.00% | 1.00% |
UltraTech Cement Limited Cement & Cement Products | 0.91% | 1.00% | 0.91% |
ITC Limited Diversified FMCG | 0.86% | 1.54% | 0.86% |
Hindustan Unilever Limited Diversified FMCG | 0.78% | 1.29% | 0.78% |
NTPC Limited Power | 1.17% | 0.70% | 0.70% |
Hindustan Petroleum Corporation Limited Petroleum Products | 1.25% | 0.58% | 0.58% |
Laurus Labs Limited Pharmaceuticals & Biotechnology | 0.39% | 1.17% | 0.39% |
The Phoenix Mills Limited Realty | 1.56% | 0.34% | 0.34% |
Unique to DSP Large & Mid Cap
- Samvardhana Motherson International Limited2.12%
Unique to IB11-Groww ELSS Tax Saver
- Reliance Industries Limited5.46%
Sector Overlap Breakdown
Banks22.9% (7)
IT - Software3.6% (2)
Insurance2.0% (2)
Telecom - Services2.0% (1)
Automobiles1.8% (1)
Diversified FMCG1.6% (2)
Construction1.6% (1)
Pharmaceuticals & Biotechnology1.5% (2)
Finance1.4% (1)
Auto Components1.2% (1)
Healthcare Services1.2% (1)
Retailing1.1% (1)
Cement & Cement Products0.9% (1)
Power0.7% (1)
Petroleum Products0.6% (1)
Realty0.3% (1)
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 Nippon India Flexi Cap43.7% · 29 stocks
More comparisons for IB11-Groww ELSS Tax Saver
- vs SBI BSE 100 ETF64.0% · 42 stocks
- vs IB33-GROWW NIFTY 200 ETF61.9% · 54 stocks
- vs Parag Parikh Large Cap61.9% · 35 stocks
- vs Axis Nifty 100 Index61.8% · 35 stocks
- vs HDFC NIFTY 100 ETF61.8% · 35 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.