DSP Credit Risk Fund - Direct Plan - Growth vs Aditya Birla Sun Life Credit Risk Fund - Direct Plan - Growth — portfolio overlap
10.49% of these two portfolios is the same. A modest shared core. The two portfolios are largely distinct, so holding both does broaden your exposure.
Portfolio overlap
10.49%
Stocks held by both
5
Only in DSP Mutual Fund's fund
21
Only in Aditya Birla Sun Life Mutual Fund's fund
47
Overlap is weighted: for every stock both funds hold, we take the smaller of the two weights and add them up. So two funds each holding 5% of the same stock overlap by 5 points, not 10. Cash and equivalents (repo, TREPS, receivables) are excluded — nearly every fund holds them, and shared cash is not shared conviction.
Stocks both funds hold
| Stock | Sector | In DSP Mutual Fund's | In Aditya Birla Sun Life Mutual Fund's | Shared |
|---|---|---|---|---|
| JTPM METAL TRADERS LIMITED NCD 30AP30 FVRS1LAC | Materials | 5.45% | 3.94% | 3.94% |
| GMR AIRPORTS LIMITED 5 BD 13FB27 FVRS1LAC | Industrials | 3.61% | 3.74% | 3.61% |
| ADANI POWER LIMITED SR I 8 NCD 27JN28 FVRS1LAC | Energy & Utilities | 3.39% | 2.00% | 2.00% |
| ADANI POWER LIMITED SR II 8.20 NCD 25JN29 FVRS1LAC | Energy & Utilities | 3.39% | 0.69% | 0.69% |
| Others Class A2 AIF | Unspecified | 0.27% | 0.24% | 0.24% |
Holdings are a monthly disclosure, so this reflects the last portfolios both funds published — 27 and 54 holdings respectively — not live positions.