Bajaj Finserv Large Cap Fund vs Motilal Oswal Large Cap Fund

Bajaj vs Motilal· Portfolio Overlap Analysis

42.7%High Overlap
15 common stocksRank #19175 / 20,000

Investor takeaway: At 42.7% overlap, a significant part of these portfolios is identical. Despite coming from different AMCs, the stock picks still converge heavily. Make sure both funds actually serve different jobs in your allocation.

Common Holdings (15)

StockWt% in Bajaj Finserv Large CapWt% in Motilal Oswal Large CapOverlap
HDFC Bank Limited
Banks
7.48%8.90%7.48%
ICICI Bank Limited
Banks
7.21%6.59%6.59%
Reliance Industries Limited
Petroleum Products
4.95%6.23%4.95%
Larsen & Toubro Limited
Construction
3.94%3.43%3.43%
State Bank of India
Banks
4.42%3.42%3.42%
Infosys Limited
IT - Software
2.58%3.32%2.58%
Axis Bank Limited
Banks
2.25%2.28%2.25%
Mahindra & Mahindra Limited
Automobiles
2.58%2.04%2.04%
Kotak Mahindra Bank Limited
Banks
2.99%1.92%1.92%
Bharti Airtel Limited
Telecom - Services
1.87%4.30%1.87%
NTPC Limited
Power
4.49%1.54%1.54%
Indus Towers Limited
Telecom - Services
3.54%1.54%1.54%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
3.88%1.18%1.18%
Eternal Limited
Retailing
2.04%0.99%0.99%
Titan Company Limited
Consumer Durables
3.17%0.93%0.93%

Unique to Bajaj Finserv Large Cap

  • Divi's Laboratories Limited4.27%
  • UltraTech Cement Limited4.11%
  • LG Electronics India Ltd3.82%

Unique to Motilal Oswal Large Cap

  • Tata Consultancy Services Limited2.28%

Sector Overlap Breakdown

Banks
21.7% (5)
Petroleum Products
5.0% (1)
Construction
3.4% (1)
Telecom - Services
3.4% (2)
IT - Software
2.6% (1)
Automobiles
2.0% (1)
Power
1.5% (1)
Pharmaceuticals & Biotechnology
1.2% (1)
Retailing
1.0% (1)
Consumer Durables
0.9% (1)

More comparisons for Bajaj Finserv Large Cap

More comparisons for Motilal Oswal Large Cap

Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.