Baroda BNP Paribas Nifty200 Momentum 30 Index Fund vs Kotak Nifty 500 Momentum 50 Index Fund

Baroda BNP vs Kotak· Portfolio Overlap Analysis

76.7%High Overlap
27 common stocksRank #2790 / 5,000

Investor takeaway: These funds overlap 76.7%. Holding both gives you almost no extra diversification. You are effectively paying two expense ratios for the same portfolio core.

Common Holdings (27)

StockWt% in Baroda BNP Paribas Nifty200 MoWt% in Kotak Nifty 500 Momentum 50 InOverlap
Shriram Finance Limited
Finance
5.51%5.41%5.41%
Eicher Motors Limited
Automobiles
5.32%5.34%5.32%
Bajaj Finance Limited
Finance
4.97%4.93%4.93%
Hindalco Industries Limited
Non - Ferrous Metals
5.22%4.56%4.56%
Maruti Suzuki India Limited
Automobiles
4.40%4.43%4.40%
Bharti Airtel Limited
Telecom - Services
4.39%4.42%4.39%
Asian Paints Limited
Consumer Durables
4.33%4.03%4.03%
TVS Motor Company Limited
Automobiles
4.60%3.73%3.73%
Hero MotoCorp Limited
Automobiles
4.15%3.35%3.35%
InterGlobe Aviation Limited
Transport Services
3.90%3.23%3.23%
BSE Limited
Capital Markets
3.78%3.20%3.20%
The Federal Bank Limited
Banks
3.31%2.69%2.69%
Cummins India Limited
Industrial Products
3.11%2.55%2.55%
AU Small Finance Bank Limited
Banks
3.16%2.51%2.51%
Muthoot Finance Limited
Finance
3.16%2.42%2.42%
Canara Bank
Banks
2.76%2.21%2.21%
Cholamandalam Investment and Finance Company Ltd
Finance
2.34%1.95%1.95%
L&T Finance Limited
Finance
2.44%1.88%1.88%
Max Financial Services Limited
Insurance
2.27%1.84%1.84%
Fortis Healthcare Limited
Healthcare Services
2.12%1.78%1.78%
One 97 Communications Limited
Financial Technology (Fintech)
2.16%1.74%1.74%
Indian Bank
Banks
2.05%1.65%1.65%
Aditya Birla Capital Limited
Finance
2.01%1.60%1.60%
FSN E-Commerce Ventures Limited
Retailing
1.99%1.60%1.60%
GMR Airports Limited
Transport Infrastructure
1.67%1.35%1.35%
UPL Limited
Fertilizers & Agrochemicals
1.52%1.27%1.27%
Glenmark Pharmaceuticals Limited
Pharmaceuticals & Biotechnology
1.32%1.10%1.10%

Unique to Baroda BNP Paribas Nifty200 Mo

  • State Bank of India6.15%

Unique to Kotak Nifty 500 Momentum 50 In

  • Mahindra & Mahindra Ltd.4.64%

Sector Overlap Breakdown

Finance
18.2% (6)
Automobiles
16.8% (4)
Banks
9.1% (4)
Non - Ferrous Metals
4.6% (1)
Telecom - Services
4.4% (1)
Consumer Durables
4.0% (1)
Transport Services
3.2% (1)
Capital Markets
3.2% (1)
Industrial Products
2.5% (1)
Insurance
1.8% (1)
Healthcare Services
1.8% (1)
Financial Technology (Fintech)
1.7% (1)
Retailing
1.6% (1)
Transport Infrastructure
1.4% (1)
Fertilizers & Agrochemicals
1.3% (1)
Pharmaceuticals & Biotechnology
1.1% (1)

More comparisons for Baroda BNP Paribas Nifty200 Mo

More comparisons for Kotak Nifty 500 Momentum 50 In

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