ADITYA BIRLA SUN LIFE BSE INDIA INFRASTRUCTURE INDEX FUND vs Motilal Oswal BSE India Infrastructure ETF
ABSL vs Motilal· Portfolio Overlap Analysis
99.3%High Overlap
30 common stocksRank #1591 / 5,000
Investor takeaway: These funds overlap 99.3%. Holding both gives you almost no extra diversification. You are effectively paying two expense ratios for the same portfolio core.
Common Holdings (30)
| Stock | Wt% in ADITYA BIRLA SUN LIFE BSE INDI | Wt% in Motilal Oswal BSE India Infras | Overlap |
|---|---|---|---|
Larsen & Toubro Limited Construction | 11.64% | 11.63% | 11.63% |
NTPC Limited Power | 10.00% | 9.99% | 9.99% |
Adani Ports and Special Economic Zone Limited Transport Infrastructure | 7.67% | 7.67% | 7.67% |
Power Grid Corporation of India Limited Power | 7.50% | 7.50% | 7.50% |
Oil & Natural Gas Corporation Limited Oil | 7.50% | 7.49% | 7.49% |
InterGlobe Aviation Limited Transport Services | 7.17% | 7.17% | 7.17% |
Rail Vikas Nigam Limited Construction | 4.43% | 4.43% | 4.43% |
Power Finance Corporation Limited Finance | 4.12% | 4.11% | 4.11% |
Kalpataru Projects International Ltd. Construction | 3.46% | 3.46% | 3.46% |
Tata Power Company Limited Power | 3.45% | 3.45% | 3.45% |
GAIL (India) Limited Gas | 3.14% | 3.14% | 3.14% |
Adani Power Limited Power | 2.98% | 2.97% | 2.97% |
REC Limited Finance | 2.98% | 2.97% | 2.97% |
GMR Airport Ltd Transport Infrastructure | 2.48% | 2.48% | 2.48% |
NBCC (India) Limited Construction | 2.37% | 2.36% | 2.36% |
IRB Infrastructure Developers Limited Construction | 2.07% | 2.06% | 2.06% |
KEC International Limited Construction | 1.90% | 1.90% | 1.90% |
Oil India Limited Oil | 1.78% | 1.78% | 1.78% |
Torrent Power Limited Power | 1.65% | 1.65% | 1.65% |
Adani Green Energy Limited Power | 1.57% | 1.57% | 1.57% |
NCC Limited Construction | 1.55% | 1.55% | 1.55% |
JSW Energy Limited Power | 1.45% | 1.45% | 1.45% |
Indian Railway Finance Corporation Limited Finance | 1.30% | 1.30% | 1.30% |
NHPC Limited Power | 1.29% | 1.29% | 1.29% |
Ircon International Limited Construction | 1.17% | 1.17% | 1.17% |
Great Eastern Shipping Co Ltd/The Transport Services | 0.93% | 0.93% | 0.93% |
Gujarat State Petronet Limited Gas | 0.60% | 0.60% | 0.60% |
CESC Limited Power | 0.54% | 0.54% | 0.54% |
Reliance Power Limited Power | 0.38% | 0.38% | 0.38% |
Gujarat Pipavav Port Limited Transport Infrastructure | 0.33% | 0.33% | 0.33% |
Unique to ADITYA BIRLA SUN LIFE BSE INDI
All top holdings are shared with the other fund.
Unique to Motilal Oswal BSE India Infras
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Power30.8% (10)
Construction28.6% (8)
Transport Infrastructure10.5% (3)
Oil9.3% (2)
Finance8.4% (3)
Transport Services8.1% (2)
Gas3.7% (2)
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.