DSP MSCI India ETF vs PGIM INDIA BALANCED ADVANTAGE FUND
DSP vs PGIM· Portfolio Overlap Analysis
47.8%High Overlap
58 common stocksRank #12408 / 20,000
Investor takeaway: At 47.8% 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 (58)
| Stock | Wt% in DSP MSCI India ETF | Wt% in PGIM INDIA BALANCED ADVANTAGE | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 7.31% | 6.06% | 6.06% |
Reliance Industries Limited Petroleum Products | 6.14% | 4.42% | 4.42% |
ICICI Bank Limited Banks | 5.28% | 4.42% | 4.42% |
Bharti Airtel Limited Telecom - Services | 3.48% | 2.28% | 2.28% |
Larsen & Toubro Limited Construction | 2.09% | 1.79% | 1.79% |
Bajaj Finance Limited Finance | 2.02% | 1.76% | 1.76% |
State Bank of India Banks | 1.60% | 2.40% | 1.60% |
Infosys Limited IT - Software | 3.05% | 1.52% | 1.52% |
Axis Bank Limited Banks | 2.30% | 1.21% | 1.21% |
Mahindra & Mahindra Limited Automobiles | 2.29% | 1.20% | 1.20% |
Titan Company Limited Consumer Durables | 1.11% | 1.23% | 1.11% |
NTPC Limited Power | 1.20% | 0.93% | 0.93% |
Tata Consultancy Services Limited IT - Software | 1.72% | 0.89% | 0.89% |
Bharat Electronics Limited Aerospace & Defense | 1.18% | 0.83% | 0.83% |
Maruti Suzuki India Limited Automobiles | 1.36% | 0.77% | 0.77% |
Kotak Mahindra Bank Limited Banks | 1.64% | 0.76% | 0.76% |
UltraTech Cement Limited Cement & Cement Products | 1.09% | 0.75% | 0.75% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 1.21% | 0.73% | 0.73% |
Eicher Motors Limited Automobiles | 0.81% | 0.73% | 0.73% |
TVS Motor Company Limited Automobiles | 0.66% | 1.09% | 0.66% |
Hindalco Industries Limited Non - Ferrous Metals | 0.90% | 0.65% | 0.65% |
Max Healthcare Institute Limited Healthcare Services | 0.61% | 0.72% | 0.61% |
JSW Steel Limited Ferrous Metals | 0.56% | 0.89% | 0.56% |
Divi's Laboratories Limited Pharmaceuticals & Biotechnology | 0.55% | 0.81% | 0.55% |
Tech Mahindra Limited IT - Software | 0.53% | 0.51% | 0.51% |
HDFC Life Insurance Company Limited Insurance | 0.50% | 0.49% | 0.49% |
Cummins India Limited Industrial Products | 0.49% | 0.61% | 0.49% |
Britannia Industries Limited Food Products | 0.48% | 0.89% | 0.48% |
Power Finance Corporation Limited Finance | 0.44% | 0.83% | 0.44% |
Varun Beverages Limited Beverages | 0.44% | 1.29% | 0.44% |
Eternal Limited Retailing | 0.43% | 1.08% | 0.43% |
Bharat Petroleum Corporation Limited Petroleum Products | 0.42% | 0.54% | 0.42% |
AU Small Finance Bank Limited Banks | 0.38% | 0.49% | 0.38% |
Persistent Systems Limited IT - Software | 0.38% | 0.65% | 0.38% |
PB Fintech Limited Financial Technology (Fintech) | 0.37% | 0.43% | 0.37% |
CG Power and Industrial Solutions Limited Electrical Equipment | 0.37% | 0.64% | 0.37% |
Ashok Leyland Limited Agricultural, Commercial & Construction Vehicles | 0.45% | 0.36% | 0.36% |
Shriram Finance Limited Finance | 1.10% | 0.35% | 0.35% |
ICICI Lombard General Insurance Company Limited Insurance | 0.34% | 0.52% | 0.34% |
ITC Limited Diversified FMCG | 0.68% | 0.33% | 0.33% |
Nestle India Limited Food Products | 0.63% | 0.33% | 0.33% |
Jindal Steel Limited Ferrous Metals | 0.32% | 0.59% | 0.32% |
Asian Paints Limited Consumer Durables | 0.66% | 0.30% | 0.30% |
United Spirits Limited Beverages | 0.29% | 1.00% | 0.29% |
Muthoot Finance Limited Finance | 0.29% | 0.44% | 0.29% |
Dixon Technologies (India) Limited Consumer Durables | 0.28% | 0.53% | 0.28% |
Solar Industries India Limited Chemicals & Petrochemicals | 0.28% | 0.64% | 0.28% |
SRF Limited Chemicals & Petrochemicals | 0.27% | 1.20% | 0.27% |
Info Edge (India) Limited Retailing | 0.26% | 0.37% | 0.26% |
LTIMindtree Limited IT - Software | 0.24% | 0.76% | 0.24% |
GE Vernova T&D India Limited Electrical Equipment | 0.35% | 0.23% | 0.23% |
FSN E-Commerce Ventures Limited Retailing | 0.22% | 0.55% | 0.22% |
Tube Investments of India Limited Auto Components | 0.21% | 0.69% | 0.21% |
Mankind Pharma Limited Pharmaceuticals & Biotechnology | 0.20% | 0.70% | 0.20% |
Torrent Power Limited Power | 0.20% | 1.00% | 0.20% |
Vishal Mega Mart Limited Retailing | 0.18% | 0.58% | 0.18% |
Prestige Estates Projects Limited Realty | 0.17% | 0.50% | 0.17% |
Astral Limited Industrial Products | 0.15% | 0.28% | 0.15% |
Unique to DSP MSCI India ETF
All top holdings are shared with the other fund.
Unique to PGIM INDIA BALANCED ADVANTAGE
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks14.4% (6)
Petroleum Products4.8% (2)
IT - Software3.5% (5)
Automobiles3.4% (4)
Finance2.8% (4)
Telecom - Services2.3% (1)
Construction1.8% (1)
Consumer Durables1.7% (3)
Pharmaceuticals & Biotechnology1.5% (3)
Power1.1% (2)
Retailing1.1% (4)
Ferrous Metals0.9% (2)
Aerospace & Defense0.8% (1)
Insurance0.8% (2)
Food Products0.8% (2)
Cement & Cement Products0.8% (1)
Beverages0.7% (2)
Non - Ferrous Metals0.7% (1)
Industrial Products0.6% (2)
Healthcare Services0.6% (1)
Electrical Equipment0.6% (2)
Chemicals & Petrochemicals0.6% (2)
Financial Technology (Fintech)0.4% (1)
Agricultural, Commercial & Construction Vehicles0.4% (1)
Diversified FMCG0.3% (1)
Auto Components0.2% (1)
Realty0.2% (1)
More comparisons for DSP MSCI India ETF
- vs Kotak MSCI India ETF99.2% · 164 stocks
- vs ADITYA BIRLA SUN LIFE MSCI IND99.1% · 164 stocks
- vs IB33-GROWW NIFTY 200 ETF87.4% · 157 stocks
- vs SBI BSE 100 ETF83.1% · 98 stocks
- vs HDFC NIFTY 100 ETF80.8% · 93 stocks
More comparisons for PGIM INDIA BALANCED ADVANTAGE
- vs PGIM INDIA LARGE CAP51.4% · 46 stocks
- vs PGIM INDIA FLEXI CAP50.4% · 48 stocks
- vs ADITYA BIRLA SUN LIFE MSCI IND47.9% · 58 stocks
- vs Kotak MSCI India ETF47.9% · 58 stocks
- vs IB33-GROWW NIFTY 200 ETF47.7% · 59 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.