DSP Large & Mid Cap Fund vs Nippon India Flexi Cap Fund

DSP vs Nippon· Portfolio Overlap Analysis

43.7%High Overlap
29 common stocksRank #18006 / 20,000

Investor takeaway: At 43.7% 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 (29)

StockWt% in DSP Large & Mid CapWt% in Nippon India Flexi CapOverlap
HDFC Bank Limited
Banks
6.57%6.34%6.34%
ICICI Bank Limited
Banks
6.64%5.29%5.29%
Axis Bank Limited
Banks
4.73%4.37%4.37%
Infosys Limited
IT - Software
2.65%3.06%2.65%
State Bank of India
Banks
2.89%2.08%2.08%
Bharti Airtel Limited
Telecom - Services
2.02%2.02%2.02%
Samvardhana Motherson International Limited
Auto Components
2.12%1.85%1.85%
Mahindra & Mahindra Limited
Automobiles
1.81%2.56%1.81%
Larsen & Toubro Limited
Construction
1.58%2.97%1.58%
Jindal Steel Limited
Ferrous Metals
1.28%1.48%1.28%
Hindustan Petroleum Corporation Limited
Petroleum Products
1.25%1.21%1.21%
Eternal Limited
Retailing
1.24%1.21%1.21%
Kotak Mahindra Bank Limited
Banks
2.23%1.17%1.17%
NTPC Limited
Power
1.17%1.87%1.17%
Lupin Limited
Pharmaceuticals & Biotechnology
1.35%1.05%1.05%
SBI Life Insurance Company Limited
Insurance
0.97%1.48%0.97%
UltraTech Cement Limited
Cement & Cement Products
0.91%1.16%0.91%
ITC Limited
Diversified FMCG
0.86%1.23%0.86%
Tata Motors Limited
Agricultural, Commercial & Construction Vehicles
0.82%1.27%0.82%
Vishal Mega Mart Limited
Retailing
0.71%0.86%0.71%
Power Finance Corporation Limited
Finance
1.38%0.67%0.67%
Coforge Limited
IT - Software
1.48%0.60%0.60%
Crompton Greaves Consumer Electricals Limited
Consumer Durables
0.60%0.75%0.60%
MphasiS Limited
IT - Software
1.21%0.58%0.58%
AU Small Finance Bank Limited
Banks
1.46%0.57%0.57%
The Federal Bank Limited
Banks
1.48%0.47%0.47%
Syngene International Limited
Healthcare Services
0.85%0.38%0.38%
SBI Cards and Payment Services Limited
Finance
0.36%0.67%0.36%
Niva Bupa Health Insurance Company Limited
Insurance
0.66%0.13%0.13%

Unique to DSP Large & Mid Cap

  • Tata Consultancy Services Limited2.14%
  • Max Financial Services Limited1.98%

Unique to Nippon India Flexi Cap

  • Reliance Industries Limited3.68%
  • Bajaj Finance Limited2.75%
  • Maruti Suzuki India Limited2.26%
  • Vedanta Limited2.23%

Sector Overlap Breakdown

Banks
20.3% (7)
IT - Software
3.8% (3)
Telecom - Services
2.0% (1)
Retailing
1.9% (2)
Auto Components
1.9% (1)
Automobiles
1.8% (1)
Construction
1.6% (1)
Ferrous Metals
1.3% (1)
Petroleum Products
1.2% (1)
Power
1.2% (1)
Insurance
1.1% (2)
Pharmaceuticals & Biotechnology
1.1% (1)
Finance
1.0% (2)
Cement & Cement Products
0.9% (1)
Diversified FMCG
0.9% (1)
Agricultural, Commercial & Construction Vehicles
0.8% (1)
Consumer Durables
0.6% (1)
Healthcare Services
0.4% (1)

More comparisons for DSP Large & Mid Cap

More comparisons for Nippon India Flexi Cap

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