DSP ELSS Tax Saver Fund vs Motilal Oswal Large Cap Fund

DSP vs Motilal· Portfolio Overlap Analysis

46.7%High Overlap
19 common stocksRank #13707 / 20,000

Investor takeaway: At 46.7% 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 (19)

StockWt% in DSP ELSS Tax SaverWt% in Motilal Oswal Large CapOverlap
HDFC Bank Limited
Banks
8.03%8.90%8.03%
ICICI Bank Limited
Banks
8.06%6.59%6.59%
State Bank of India
Banks
4.57%3.42%3.42%
Infosys Limited
IT - Software
3.74%3.32%3.32%
Bharti Airtel Limited
Telecom - Services
2.93%4.30%2.93%
Axis Bank Limited
Banks
6.23%2.28%2.28%
Tata Consultancy Services Limited
IT - Software
2.26%2.28%2.26%
Larsen & Toubro Limited
Construction
2.26%3.43%2.26%
Mahindra & Mahindra Limited
Automobiles
2.53%2.04%2.04%
Kotak Mahindra Bank Limited
Banks
2.73%1.92%1.92%
Samvardhana Motherson International Limited
Auto Components
2.53%1.54%1.54%
NTPC Limited
Power
1.85%1.54%1.54%
Indus Towers Limited
Telecom - Services
1.60%1.54%1.54%
Tata Capital Limited
Finance
1.38%1.58%1.38%
SBI Life Insurance Company Limited
Insurance
1.34%1.38%1.34%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
1.41%1.18%1.18%
Power Finance Corporation Limited
Finance
1.17%1.40%1.17%
Eternal Limited
Retailing
1.27%0.99%0.99%
ITC Limited
Diversified FMCG
1.23%0.97%0.97%

Unique to DSP ELSS Tax Saver

All top holdings are shared with the other fund.

Unique to Motilal Oswal Large Cap

  • Reliance Industries Limited6.23%

Sector Overlap Breakdown

Banks
22.2% (5)
IT - Software
5.6% (2)
Telecom - Services
4.5% (2)
Finance
2.5% (2)
Construction
2.3% (1)
Automobiles
2.0% (1)
Auto Components
1.5% (1)
Power
1.5% (1)
Insurance
1.3% (1)
Pharmaceuticals & Biotechnology
1.2% (1)
Retailing
1.0% (1)
Diversified FMCG
1.0% (1)

More comparisons for DSP ELSS Tax Saver

More comparisons for Motilal Oswal Large Cap

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