Fund overlap
DSP Midcap Fund vs Axis 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
Axis Midcap Fund
Axis Midcap Fund - Direct Plan - IDCW Option
Open Ended Schemes(Equity Scheme - Mid Cap Fund) · Axis Mutual Fund
Overlap
25.7%
- Shared holdings
- 36
- Holdings in A
- 65
- Holdings in B
- 87
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 | Axis Midcap Fund |
|---|---|---|
| Federal Bank Limited | 2.56% | 3.98% |
| Fortis Healthcare Limited | 2.53% | 2.61% |
| IPCA Laboratories Limited | 2.84% | 2.30% |
| Phoenix Mills Limited | 2.73% | 2.29% |
| Eternal Limited | 1.95% | 2.06% |
| Bharat Forge Limited | 2.51% | 1.88% |
| ICICI Bank Limited | 1.91% | 1.71% |
| Multi Commodity Exchange Of India Limited | 3.31% | 1.62% |
| Dixon Technologies (India) Limited | 1.86% | 1.57% |
| Uno Minda Limited | 1.66% | 1.55% |
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.