EDELWEISS LARGE CAP FUND vs Motilal Oswal Large Cap Fund
Edelweiss vs Motilal· Portfolio Overlap Analysis
54.5%High Overlap
28 common stocksRank #7040 / 20,000
Investor takeaway: At 54.5% 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 (28)
| Stock | Wt% in EDELWEISS LARGE CAP | Wt% in Motilal Oswal Large Cap | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 7.59% | 8.90% | 7.59% |
ICICI Bank Ltd. Banks | 6.63% | 6.59% | 6.59% |
Reliance Industries Ltd. Petroleum Products | 5.51% | 6.23% | 5.51% |
Bharti Airtel Ltd. Telecom - Services | 3.61% | 4.30% | 3.61% |
Larsen & Toubro Ltd. Construction | 4.35% | 3.43% | 3.43% |
State Bank of India Banks | 3.98% | 3.42% | 3.42% |
Infosys Ltd. IT - Software | 2.78% | 3.32% | 2.78% |
Axis Bank Ltd. Banks | 2.53% | 2.28% | 2.28% |
Mahindra & Mahindra Ltd. Automobiles | 3.22% | 2.04% | 2.04% |
Maruti Suzuki India Ltd. Automobiles | 1.64% | 1.74% | 1.64% |
Bajaj Finance Ltd. Finance | 3.30% | 1.54% | 1.54% |
NTPC Ltd. Power | 2.23% | 1.54% | 1.54% |
Sun Pharmaceutical Industries Ltd. Pharmaceuticals & Biotechnology | 1.18% | 1.18% | 1.18% |
Tata Consultancy Services Ltd. IT - Software | 1.11% | 2.28% | 1.11% |
ITC Ltd. Diversified FMCG | 2.12% | 0.97% | 0.97% |
Titan Company Ltd. Consumer Durables | 2.09% | 0.93% | 0.93% |
Tech Mahindra Ltd. IT - Software | 1.04% | 0.93% | 0.93% |
InterGlobe Aviation Ltd. Transport Services | 0.83% | 1.19% | 0.83% |
Indus Towers Ltd. Telecom - Services | 0.83% | 1.54% | 0.83% |
JB Chemicals & Pharmaceuticals Ltd. Pharmaceuticals & Biotechnology | 0.76% | 1.67% | 0.76% |
SBI Life Insurance Company Ltd. Insurance | 0.76% | 1.38% | 0.76% |
Eternal Ltd. Retailing | 0.71% | 0.99% | 0.71% |
Aptus Value Housing Finance India Ltd. Finance | 0.66% | 0.83% | 0.66% |
Oil & Natural Gas Corporation Ltd. Oil | 0.65% | 1.29% | 0.65% |
Samvardhana Motherson International Ltd. Auto Components | 0.62% | 1.54% | 0.62% |
ICICI Prudential Asset Mgmt Co Ltd. Capital Markets | 0.57% | 1.12% | 0.57% |
Power Grid Corporation of India Ltd. Power | 0.51% | 1.57% | 0.51% |
Kotak Mahindra Bank Ltd. Banks | 0.49% | 1.92% | 0.49% |
Unique to EDELWEISS LARGE CAP
All top holdings are shared with the other fund.
Unique to Motilal Oswal Large Cap
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks20.4% (5)
Petroleum Products5.5% (1)
IT - Software4.8% (3)
Telecom - Services4.4% (2)
Automobiles3.7% (2)
Construction3.4% (1)
Finance2.2% (2)
Power2.0% (2)
Pharmaceuticals & Biotechnology1.9% (2)
Diversified FMCG1.0% (1)
Consumer Durables0.9% (1)
Transport Services0.8% (1)
Insurance0.8% (1)
Retailing0.7% (1)
Oil0.7% (1)
Auto Components0.6% (1)
Capital Markets0.6% (1)
More comparisons for EDELWEISS LARGE CAP
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- vs Motilal Oswal Nifty 100 ETF65.4% · 46 stocks
More comparisons for Motilal Oswal Large Cap
- vs Motilal Oswal Nifty 100 ETF60.0% · 32 stocks
- vs Axis Nifty 100 Index60.0% · 32 stocks
- vs Parag Parikh Large Cap60.0% · 32 stocks
- vs HDFC NIFTY 100 ETF59.9% · 32 stocks
- vs ICICI Prudential Nifty 100 ETF59.9% · 32 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.