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)

StockWt% in DSP Large & Mid CapWt% in IB11-Groww ELSS Tax SaverOverlap
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

Banks
22.9% (7)
IT - Software
3.6% (2)
Insurance
2.0% (2)
Telecom - Services
2.0% (1)
Automobiles
1.8% (1)
Diversified FMCG
1.6% (2)
Construction
1.6% (1)
Pharmaceuticals & Biotechnology
1.5% (2)
Finance
1.4% (1)
Auto Components
1.2% (1)
Healthcare Services
1.2% (1)
Retailing
1.1% (1)
Cement & Cement Products
0.9% (1)
Power
0.7% (1)
Petroleum Products
0.6% (1)
Realty
0.3% (1)

More comparisons for DSP Large & Mid Cap

More comparisons for IB11-Groww ELSS Tax Saver

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