DSP Credit Risk Fund - Direct Plan - Growth vs HSBC Credit Risk Fund - Direct Growth — portfolio overlap
18.31% 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
18.31%
Stocks held by both
4
Only in DSP Mutual Fund's fund
22
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 | 7.14% | 7.85% | 7.14% |
| ADITYA BIRLA RENEWABLES LIMITED 8.6 NCD 24SP27 FVRS1LAC | Energy & Utilities | 5.45% | 5.68% | 5.45% |
| JTPM METAL TRADERS LIMITED NCD 30AP30 FVRS1LAC | Materials | 5.45% | 5.70% | 5.45% |
| Others Class A2 AIF | Unspecified | 0.27% | 0.40% | 0.27% |
Holdings are a monthly disclosure, so this reflects the last portfolios both funds published — 27 and 29 holdings respectively — not live positions.