Fund overlap
HDFC Mid Cap Fund vs DSP Midcap Fund
Fund A
HDFC Mid Cap Fund
HDFC Mid Cap Fund - Direct Plan - IDCW Option
Open Ended Schemes(Equity Scheme - Mid Cap Fund) · HDFC Mutual Fund
Fund B
DSP Midcap Fund
DSP Midcap Fund - Direct Plan - IDCW
Open Ended Schemes(Equity Scheme - Mid Cap Fund) · DSP Mutual Fund
Overlap
19.6%
- Shared holdings
- 26
- Holdings in A
- 80
- Holdings in B
- 65
Overlap measures how closely the two portfolios match, holding by holding and weight by weight, using each fund's latest disclosed holdings. 100% would mean the same holdings at the same weights.
Shared holdings
The 10 largest of 26 shared holdings, ordered by the smaller of the two weights.
| Holding | HDFC Mid Cap Fund | DSP Midcap Fund |
|---|---|---|
| Ipca Laboratories Ltd. | 3.43% | 2.84% |
| Coforge Limited | 2.68% | 4.07% |
| The Federal Bank Ltd. | 3.98% | 2.56% |
| Max Financial Services Ltd. | 3.52% | 2.48% |
| Fortis Healthcare Limited | 2.40% | 2.53% |
| Alkem Laboratories Ltd. | 1.72% | 1.71% |
| Au Small Finance Bank Ltd. | 3.94% | 1.71% |
| Jindal Steel Limited. | 1.64% | 2.17% |
| MphasiS Limited. | 1.55% | 1.61% |
| Eternal Limited | 1.35% | 1.95% |
Data as of 30 Sept 2026
Method: weighted Jaccard
Weighted Jaccard adds up the smaller weight of every holding across both funds and divides by the sum of the larger weights.