Fund overlap
DSP Midcap Fund vs UTI - 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
UTI - Mid Cap Fund
UTI - Mid Cap Fund - Direct Plan - Growth
Open Ended Schemes(Equity Scheme - Mid Cap Fund) · UTI Mutual Fund
Overlap
17.2%
- Shared holdings
- 24
- Holdings in A
- 65
- Holdings in B
- 84
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 24 shared holdings, ordered by the smaller of the two weights.
| Holding | DSP Midcap Fund | UTI - Mid Cap Fund |
|---|---|---|
| Coforge Limited | 4.07% | 3.01% |
| APL Apollo Tubes Limited | 2.34% | 2.11% |
| Federal Bank Limited | 2.56% | 1.98% |
| Phoenix Mills Limited | 2.73% | 1.95% |
| Max Financial Services Limited | 2.48% | 1.90% |
| AU Small Finance Bank Limited | 1.71% | 2.75% |
| J.K. Cement Limited | 1.87% | 1.66% |
| Schaeffler India Limited | 2.10% | 1.50% |
| Multi Commodity Exchange Of India Limited | 3.31% | 1.34% |
| IPCA Laboratories Limited | 2.84% | 1.16% |
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.