DSP Nifty Midcap 150 Qlty 50 Index Fund vs SAMCO ELSS TAX SAVER FUND
DSP vs Samco· Portfolio Overlap Analysis
46.9%High Overlap
24 common stocksRank #13436 / 20,000
Investor takeaway: At 46.9% 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 (24)
| Stock | Wt% in DSP Nifty Midcap 150 Qlty 50 I | Wt% in SAMCO ELSS TAX SAVER | Overlap |
|---|---|---|---|
Cummins India Limited Industrial Products | 3.86% | 3.17% | 3.17% |
Polycab India Limited Industrial Products | 3.07% | 2.99% | 2.99% |
HDFC Asset Management Company Limited Capital Markets | 4.02% | 2.95% | 2.95% |
Hero MotoCorp Limited Automobiles | 3.86% | 2.48% | 2.48% |
Marico Limited Agricultural Food & other Products | 3.60% | 2.46% | 2.46% |
KEI Industries Limited Industrial Products | 2.28% | 3.19% | 2.28% |
Alkem Laboratories Limited Pharmaceuticals & Biotechnology | 2.22% | 2.56% | 2.22% |
APL Apollo Tubes Limited Industrial Products | 2.18% | 2.97% | 2.18% |
Nippon Life India Asset Management Limited Capital Markets | 2.17% | 5.99% | 2.17% |
NMDC Limited Minerals & Mining | 2.14% | 2.24% | 2.14% |
Muthoot Finance Limited Finance | 2.13% | 6.08% | 2.13% |
Persistent Systems Limited IT - Software | 2.69% | 1.88% | 1.88% |
Coromandel International Limited Fertilizers & Agrochemicals | 1.88% | 6.96% | 1.88% |
Bank of Maharashtra Banks | 1.80% | 3.01% | 1.80% |
MphasiS Limited IT - Software | 1.74% | 2.06% | 1.74% |
Schaeffler India Limited Auto Components | 1.71% | 2.63% | 1.71% |
360 ONE WAM LIMITED Capital Markets | 1.70% | 2.32% | 1.70% |
Ajanta Pharma Limited Pharmaceuticals & Biotechnology | 1.66% | 2.72% | 1.66% |
3M India Limited Diversified | 1.39% | 2.70% | 1.39% |
AIA Engineering Limited Industrial Products | 1.36% | 2.40% | 1.36% |
Berger Paints (I) Limited Consumer Durables | 1.33% | 2.13% | 1.33% |
L&T Technology Services Limited IT - Services | 1.13% | 1.99% | 1.13% |
Godfrey Phillips India Limited Cigarettes & Tobacco Products | 1.07% | 1.69% | 1.07% |
Bharat Dynamics Limited Aerospace & Defense | 1.04% | 1.99% | 1.04% |
Unique to DSP Nifty Midcap 150 Qlty 50 I
- Colgate Palmolive (India) Limited4.91%
- Dixon Technologies (India) Limited3.30%
- Procter & Gamble Hygiene and Health Care Limited2.81%
- Page Industries Limited2.54%
Unique to SAMCO ELSS TAX SAVER
- Karur Vysya Bank Limited4.13%
Sector Overlap Breakdown
Industrial Products12.0% (5)
Capital Markets6.8% (3)
Pharmaceuticals & Biotechnology3.9% (2)
IT - Software3.6% (2)
Automobiles2.5% (1)
Agricultural Food & other Products2.5% (1)
Minerals & Mining2.1% (1)
Finance2.1% (1)
Fertilizers & Agrochemicals1.9% (1)
Banks1.8% (1)
Auto Components1.7% (1)
Diversified1.4% (1)
Consumer Durables1.3% (1)
IT - Services1.1% (1)
Cigarettes & Tobacco Products1.1% (1)
Aerospace & Defense1.0% (1)
More comparisons for DSP Nifty Midcap 150 Qlty 50 I
- vs DSP NIFTY MIDCAP 150 QUALITY 599.8% · 50 stocks
More comparisons for SAMCO ELSS TAX SAVER
- vs SAMCO FLEXICAP59.1% · 19 stocks
- vs DSP NIFTY MIDCAP 150 QUALITY 546.9% · 24 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.