Analytics, not advice. Rankings and scores describe past performance and are not recommendations.

DSP Regular Savings Fund- Regular Plan vs DSP Regular Savings Fund

Stock-level portfolio overlap from each fund’s latest monthly disclosure. Analytics, not advice.

Portfolio overlap
92.25%
largely the same portfolio
What this means

At this level the two funds are near-substitutes — holding both mostly means paying two expense ratios for one set of stocks. Overlap is the sum of the minimum weight each shared stock has in the two portfolios — 47 stocks appear in both funds.

Stocks held by both funds

StockSectorDSP Regular Savings Fund- Regular PlanDSP Regular Savings FundOverlap
7.32% GOI 2030Sovereign11.64%11.64%11.64%
8.51% GOI FRB 2033Sovereign8.86%8.86%8.86%
7.03% Maharashtra SDL 2038Sovereign8.06%8.06%8.06%
7.06% GOI 2028Sovereign5.76%5.76%5.76%
6.48% GOI 2035Sovereign5.55%5.55%5.55%
Small Industries Development Bank of India**CRISIL A1+5.36%5.36%5.36%
IDFC First Bank Limited**CRISIL A1+5.35%5.35%5.35%
Muthoot Finance Limited**CRISIL AA+4.25%4.25%4.25%
Cholamandalam Investment and Finance Company Limited**ICRA AA+2.98%2.98%2.98%
7.10% GOI 2034Sovereign2.90%2.90%2.90%
7.10% GOI 2029Sovereign2.90%2.90%2.90%
4.59% GOI 2031Sovereign2.88%2.88%2.88%
7.02% GOI 2031Sovereign2.86%2.86%2.86%
5.74% GOI 2026Sovereign2.81%2.81%2.81%
HDFC Bank LimitedCRISIL A1+2.68%2.68%2.68%
ICICI Bank LimitedBanks1.86%1.86%1.86%
Cipla LimitedPharmaceuticals & Biotechnology1.30%1.30%1.30%
Kotak Mahindra Bank LimitedBanks1.23%1.23%1.23%
ITC LimitedDiversified FMCG1.19%1.19%1.19%
Mahindra & Mahindra LimitedAutomobiles1.10%1.10%1.10%
Axis Bank LimitedBanks0.81%0.81%0.81%
Indigo Paints LimitedConsumer Durables0.79%0.79%0.79%
HDFC Life Insurance Company LimitedInsurance0.75%0.75%0.75%
NTPC LimitedPower0.71%0.71%0.71%
Indus Towers LimitedTelecom - Services0.63%0.63%0.63%
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