Fund overlap
DSP Midcap Fund vs Kotak 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
Kotak Mid Cap Fund
Kotak Mid Cap Fund - Direct Plan - IDCW - Payout & Re-investment of Income Distribution cum capital withdrawal option
Open Ended Schemes(Equity Schemes - Mid Cap Fund) · Kotak Mahindra Mutual Fund
Overlap
24.8%
- Shared holdings
- 30
- Holdings in A
- 65
- Holdings in B
- 73
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 30 shared holdings, ordered by the smaller of the two weights.
| Holding | DSP Midcap Fund | Kotak Mid Cap Fund |
|---|---|---|
| IPCA Laboratories Limited | 2.84% | 3.57% |
| Federal Bank Limited | 2.56% | 2.62% |
| Fortis Healthcare Limited | 2.53% | 3.49% |
| Schaeffler India Limited | 2.10% | 2.36% |
| Dixon Technologies (India) Limited | 1.86% | 2.87% |
| Eternal Limited | 1.95% | 1.72% |
| KEI Industries Limited | 1.67% | 2.45% |
| Mphasis Limited | 1.61% | 2.57% |
| L&T Finance Limited | 1.55% | 2.72% |
| Nippon Life India Asset Management Limited | 1.87% | 1.53% |
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.