Fund overlap
DSP Large & Mid Cap Fund vs Kotak Business Cycle Fund
Fund A
DSP Large & Mid Cap Fund
DSP Large & Mid Cap Fund - Direct Plan - Growth
Open Ended Schemes(Equity Scheme - Large & Mid Cap Fund) · DSP Mutual Fund
Fund B
Kotak Business Cycle Fund
Kotak Business Cycle Fund - Direct Plan - Growth
Open Ended Schemes(Equity Scheme - Sectoral/ Thematic) · Kotak Mahindra Mutual Fund
Overlap
17.7%
- Shared holdings
- 18
- Holdings in A
- 71
- Holdings in B
- 53
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 18 shared holdings, ordered by the smaller of the two weights.
| Holding | DSP Large & Mid Cap Fund | Kotak Business Cycle Fund |
|---|---|---|
| ICICI Bank Limited | 8.44% | 7.69% |
| Axis Bank Limited | 5.88% | 3.67% |
| HDFC Bank Limited | 7.81% | 2.62% |
| ICICI Lombard General Insurance Co Limited | 1.56% | 1.61% |
| SBI Life Insurance Co Limited | 1.49% | 1.65% |
| Mahindra & Mahindra Limited | 1.35% | 1.86% |
| Uno Minda Limited | 1.96% | 1.33% |
| Eternal Limited | 1.29% | 4.05% |
| Infosys Limited | 1.22% | 1.39% |
| Oberoi Realty Limited | 1.18% | 1.39% |
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.