Fund overlap
SBI EQUITY SAVINGS FUND vs DSP Equity Savings Fund
Fund A
SBI EQUITY SAVINGS FUND
SBI EQUITY SAVINGS FUND - Direct Plan - IDCW
Open Ended Schemes(Hybrid Scheme - Equity Savings) · SBI 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
19.6%
- Shared holdings
- 37
- Holdings in A
- 107
- 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 37 shared holdings, ordered by the smaller of the two weights.
| Holding | SBI EQUITY SAVINGS FUND | DSP Equity Savings Fund |
|---|---|---|
| HDFC Bank Ltd. | 5.80% | 7.25% |
| Kotak Mahindra Bank Ltd. | 6.73% | 3.68% |
| Reliance Industries Ltd. | 5.04% | 3.10% |
| ICICI Bank Ltd. | 5.14% | 2.34% |
| Bharti Airtel Ltd. | 3.58% | 2.04% |
| Mahindra & Mahindra Ltd. | 1.76% | 3.10% |
| Axis Bank Ltd. | 1.63% | 4.69% |
| Hindalco Industries Ltd. | 1.62% | 1.86% |
| HDFC Life Insurance Company Ltd. | 1.39% | 1.37% |
| Infosys Ltd. | 1.15% | 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.