Fund overlap

HDFC Equity Savings Fund vs DSP Equity Savings Fund

Fund A

HDFC Equity Savings Fund

HDFC Equity Savings Fund - Direct Plan - Growth Option

Open Ended Schemes(Hybrid Scheme - Equity Savings) · HDFC Mutual Fund

Fund B

DSP Equity Savings Fund

DSP Equity Savings Fund - Direct Plan - Growth

Open Ended Schemes(Hybrid Scheme - Equity Savings) · DSP Mutual Fund

Overlap

21.4%

Shared holdings
34
Holdings in A
127
Holdings in B
86

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 34 shared holdings, ordered by the smaller of the two weights.

HoldingHDFC Equity Savings FundDSP Equity Savings Fund
HDFC Bank Ltd.£6.96%7.25%
Reliance Industries Ltd.5.23%3.10%
NTPC Limited3.55%2.46%
ICICI Bank Ltd.2.87%2.34%
Bharti Airtel Ltd.2.38%2.04%
Larsen and Toubro Ltd.2.97%1.78%
Sun Pharmaceutical Industries Ltd.2.89%1.75%
Kotak Mahindra Bank Limited1.74%3.68%
Axis Bank Ltd.1.61%4.69%
Titan Company Ltd.3.20%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.