DSP Quant Fund vs Motilal Oswal Quant Fund

DSP vs Motilal· Portfolio Overlap Analysis

20.2%Moderate Overlap
10 common stocks0

Investor takeaway: These funds share moderate overlap at 20.2%. Some duplication is normal, but you should still check whether the common sectors match the role you want each fund to play.

Common Holdings (10)

StockWt% in DSP QuantWt% in Motilal Oswal QuantOverlap
Hindustan Zinc Limited
Non - Ferrous Metals
2.63%4.45%2.63%
Hero MotoCorp Limited
Automobiles
2.53%4.53%2.53%
Polycab India Limited
Industrial Products
2.56%2.15%2.15%
Muthoot Finance Limited
Finance
2.12%4.20%2.12%
Torrent Power Limited
Power
2.06%4.45%2.06%
Eicher Motors Limited
Automobiles
3.25%1.91%1.91%
Bajaj Auto Limited
Automobiles
2.02%1.90%1.90%
APL Apollo Tubes Limited
Industrial Products
1.87%1.89%1.87%
Dixon Technologies (India) Limited
Consumer Durables
1.51%4.25%1.51%
LTIMindtree Limited
IT - Software
1.50%1.73%1.50%

Unique to DSP Quant

  • HDFC Bank Limited8.15%
  • Shriram Finance Limited3.80%
  • Bharti Airtel Limited3.23%
  • Larsen & Toubro Limited3.14%
  • Hindalco Industries Limited3.01%
  • Cummins India Limited2.72%
  • TVS Motor Company Limited2.71%
  • Indus Towers Limited2.70%
  • Infosys Limited2.68%

Unique to Motilal Oswal Quant

  • Indian Oil Corporation Limited4.60%
  • Vedanta Limited4.59%
  • Glenmark Pharmaceuticals Limited4.56%
  • Bharat Petroleum Corporation Limited4.50%
  • Lupin Limited4.44%
  • Kalyan Jewellers India Limited4.43%
  • Canara Bank4.35%

Sector Overlap Breakdown

Automobiles
6.3% (3)
Industrial Products
4.0% (2)
Non - Ferrous Metals
2.6% (1)
Finance
2.1% (1)
Power
2.1% (1)
Consumer Durables
1.5% (1)
IT - Software
1.5% (1)

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