DSP Credit Risk Fund - Direct Plan - Growth vs HSBC Credit Risk Fund - Direct Growth — portfolio overlap
21.04% 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
21.04%
Stocks held by both
5
Only in DSP Mutual Fund's fund
21
Only in HSBC Mutual Fund's fund
24
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 HSBC Mutual Fund's | Shared |
|---|---|---|---|---|
| NUVOCO VISTAS CORPORATION LIMITED 7.7 NCD 18SP28 FVRS1LAC | Materials | 6.84% | 8.12% | 6.84% |
| ADITYA BIRLA RENEWABLES LIMITED 8.6 NCD 24SP27 FVRS1LAC | Energy & Utilities | 5.24% | 5.92% | 5.24% |
| JTPM METAL TRADERS LIMITED NCD 30AP30 FVRS1LAC | Materials | 5.22% | 5.90% | 5.22% |
| GMR AIRPORTS LIMITED 5 BD 13FB27 FVRS1LAC | Industrials | 3.48% | 3.54% | 3.48% |
| Others Class A2 AIF | Unspecified | 0.26% | 0.42% | 0.26% |
Holdings are a monthly disclosure, so this reflects the last portfolios both funds published — 27 and 30 holdings respectively — not live positions.