DSP MSCI India ETF vs IB49-Groww Multi Asset Allocation Fund

DSP vs Groww· Portfolio Overlap Analysis

48.0%High Overlap
54 common stocksRank #12277 / 20,000

Investor takeaway: At 48.0% 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 (54)

StockWt% in DSP MSCI India ETFWt% in IB49-Groww Multi Asset AllocatOverlap
HDFC Bank Limited
Banks
7.31%5.99%5.99%
Reliance Industries Limited
Petroleum Products
6.14%4.18%4.18%
ICICI Bank Limited
Banks
5.28%3.34%3.34%
Mahindra & Mahindra Limited
Automobiles
2.29%3.13%2.29%
Larsen & Toubro Limited
Construction
2.09%1.90%1.90%
Bharti Airtel Limited
Telecom - Services
3.48%1.79%1.79%
Bajaj Finance Limited
Finance
2.02%1.78%1.78%
State Bank of India
Banks
1.60%2.07%1.60%
Infosys Limited
IT - Software
3.05%1.50%1.50%
Axis Bank Limited
Banks
2.30%1.48%1.48%
Kotak Mahindra Bank Limited
Banks
1.64%1.32%1.32%
Titan Company Limited
Consumer Durables
1.11%1.60%1.11%
Tata Steel Limited
Ferrous Metals
1.15%0.97%0.97%
Maruti Suzuki India Limited
Automobiles
1.36%0.90%0.90%
Hindalco Industries Limited
Non - Ferrous Metals
0.90%0.90%0.90%
Shriram Finance Limited
Finance
1.10%0.79%0.79%
Hindustan Unilever Limited
Diversified FMCG
1.39%0.72%0.72%
Eicher Motors Limited
Automobiles
0.81%0.71%0.71%
Vedanta Limited
Diversified Metals
0.71%0.82%0.71%
ITC Limited
Diversified FMCG
0.68%1.17%0.68%
TVS Motor Company Limited
Automobiles
0.66%0.85%0.66%
Interglobe Aviation Limited
Transport Services
0.66%0.79%0.66%
Tata Consultancy Services Limited
IT - Software
1.72%0.61%0.61%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
1.21%0.59%0.59%
UltraTech Cement Limited
Cement & Cement Products
1.09%0.58%0.58%
JSW Steel Limited
Ferrous Metals
0.56%0.63%0.56%
Max Healthcare Institute Limited
Healthcare Services
0.61%0.55%0.55%
Grasim Industries Limited
Cement & Cement Products
0.55%0.64%0.55%
NTPC Limited
Power
1.20%0.52%0.52%
HCL Technologies Limited
IT - Software
0.95%0.50%0.50%
Ashok Leyland Limited
Agricultural, Commercial & Construction Vehicles
0.45%0.90%0.45%
Eternal Limited
Retailing
0.43%0.60%0.43%
Lupin Limited
Pharmaceuticals & Biotechnology
0.42%0.78%0.42%
The Indian Hotels Company Limited
Leisure Services
0.41%0.58%0.41%
Tata Motors Passenger Vehicles Limited
Automobiles
0.56%0.38%0.38%
AU Small Finance Bank Limited
Banks
0.38%0.83%0.38%
PB Fintech Limited
Financial Technology (Fintech)
0.37%0.53%0.37%
ICICI Lombard General Insurance Company Limited
Insurance
0.34%0.54%0.34%
Fortis Healthcare Limited
Healthcare Services
0.33%0.71%0.33%
Bharat Forge Limited
Auto Components
0.33%0.76%0.33%
DLF Limited
Realty
0.32%0.47%0.32%
Suzlon Energy Limited
Electrical Equipment
0.32%0.42%0.32%
Persistent Systems Limited
IT - Software
0.38%0.31%0.31%
One 97 Communications Limited
Financial Technology (Fintech)
0.31%0.57%0.31%
Hindustan Petroleum Corporation Limited
Petroleum Products
0.30%0.35%0.30%
Swiggy Limited
Retailing
0.30%0.63%0.30%
Dr. Reddy's Laboratories Limited
Pharmaceuticals & Biotechnology
0.51%0.27%0.27%
SRF Limited
Chemicals & Petrochemicals
0.27%0.50%0.27%
Info Edge (India) Limited
Retailing
0.26%0.48%0.26%
The Phoenix Mills Limited
Realty
0.24%0.54%0.24%
FSN E-Commerce Ventures Limited
Retailing
0.22%0.81%0.22%
Lodha Developers Limited
Realty
0.21%0.63%0.21%
Godrej Properties Limited
Realty
0.19%0.48%0.19%
Prestige Estates Projects Limited
Realty
0.17%0.51%0.17%

Unique to DSP MSCI India ETF

All top holdings are shared with the other fund.

Unique to IB49-Groww Multi Asset Allocat

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
14.1% (6)
Automobiles
4.9% (5)
Petroleum Products
4.5% (2)
IT - Software
2.9% (4)
Finance
2.6% (2)
Construction
1.9% (1)
Telecom - Services
1.8% (1)
Ferrous Metals
1.5% (2)
Diversified FMCG
1.4% (2)
Pharmaceuticals & Biotechnology
1.3% (3)
Retailing
1.2% (4)
Cement & Cement Products
1.1% (2)
Realty
1.1% (5)
Consumer Durables
1.1% (1)
Non - Ferrous Metals
0.9% (1)
Healthcare Services
0.9% (2)
Diversified Metals
0.7% (1)
Financial Technology (Fintech)
0.7% (2)
Transport Services
0.7% (1)
Power
0.5% (1)
Agricultural, Commercial & Construction Vehicles
0.5% (1)
Leisure Services
0.4% (1)
Insurance
0.3% (1)
Auto Components
0.3% (1)
Electrical Equipment
0.3% (1)
Chemicals & Petrochemicals
0.3% (1)

More comparisons for DSP MSCI India ETF

More comparisons for IB49-Groww Multi Asset Allocat

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