Fund overlap
DSP Midcap Fund vs DSP Large & Mid Cap Fund
Fund A
DSP Midcap Fund
DSP Midcap Fund - Direct Plan - IDCW
Open Ended Schemes(Equity Scheme - Mid Cap Fund) · DSP Mutual Fund
Fund B
DSP Large & Mid Cap Fund
DSP Large & Mid Cap Fund - Direct Plan - Growth
Open Ended Schemes(Equity Scheme - Large & Mid Cap Fund) · DSP Mutual Fund
Overlap
28.0%
- Shared holdings
- 36
- Holdings in A
- 65
- Holdings in B
- 71
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 36 shared holdings, ordered by the smaller of the two weights.
| Holding | DSP Midcap Fund | DSP Large & Mid Cap Fund |
|---|---|---|
| Phoenix Mills Limited | 2.73% | 2.14% |
| Bharti Airtel Limited | 2.03% | 2.13% |
| Max Financial Services Limited | 2.48% | 1.98% |
| ICICI Bank Limited | 1.91% | 8.44% |
| Coromandel International Limited | 2.29% | 1.86% |
| Coforge Limited | 4.07% | 1.77% |
| Alkem Laboratories Limited | 1.71% | 1.96% |
| Uno Minda Limited | 1.66% | 1.96% |
| IPCA Laboratories Limited | 2.84% | 1.60% |
| Fortis Healthcare Limited | 2.53% | 1.59% |
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.