Fund overlap
UTI vs DSP Equity Savings Fund
Fund A
UTI
UTI - Dividend Yield Fund - Direct Plan - Growth
Open Ended Schemes(Equity Schemes - Dividend Yield Fund) · UTI 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
20.3%
- Shared holdings
- 22
- Holdings in A
- 65
- 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 22 shared holdings, ordered by the smaller of the two weights.
| Holding | UTI | DSP Equity Savings Fund |
|---|---|---|
| HDFC BANK LIMITED | 8.11% | 7.25% |
| KOTAK MAHINDRA BANK LTD. | 3.03% | 3.68% |
| MAHINDRA & MAHINDRA LTD. | 2.84% | 3.10% |
| AXIS BANK LTD. | 2.48% | 4.69% |
| ICICI BANK LTD | 5.72% | 2.34% |
| BHARTI AIRTEL LTD. | 2.94% | 2.04% |
| NTPC LTD. | 1.96% | 2.46% |
| ITC LTD. | 1.83% | 3.24% |
| CIPLA LTD. | 1.73% | 2.07% |
| INFOSYS LTD. | 2.36% | 1.03% |
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.