Fund overlap
DSP Midcap Fund vs Aditya Birla Sun Life Midcap 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
Aditya Birla Sun Life Midcap Fund
Aditya Birla Sun Life Midcap Fund - Direct Plan - IDCW
Open Ended Schemes(Equity Scheme - Mid Cap Fund) · Aditya Birla Sun Life Mutual Fund
Overlap
21.0%
- Shared holdings
- 28
- Holdings in A
- 65
- Holdings in B
- 79
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 28 shared holdings, ordered by the smaller of the two weights.
| Holding | DSP Midcap Fund | Aditya Birla Sun Life Midcap Fund |
|---|---|---|
| Federal Bank Limited | 2.56% | 3.04% |
| Max Financial Services Limited | 2.48% | 2.41% |
| APL Apollo Tubes Limited | 2.34% | 3.01% |
| J.K. Cement Limited | 1.87% | 2.66% |
| AU Small Finance Bank Limited | 1.71% | 2.99% |
| Uno Minda Limited | 1.66% | 1.93% |
| Supreme Industries Limited | 2.18% | 1.63% |
| L&T Finance Limited | 1.55% | 1.73% |
| KEI Industries Limited | 1.67% | 1.55% |
| Fortis Healthcare Limited | 2.53% | 1.38% |
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.