HDFC Large Cap Fund vs Motilal Oswal Large Cap Fund

HDFC vs Motilal· Portfolio Overlap Analysis

45.1%High Overlap
21 common stocksRank #15916 / 20,000

Investor takeaway: At 45.1% 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 (21)

StockWt% in HDFC Large CapWt% in Motilal Oswal Large CapOverlap
HDFC Bank Ltd.
Banks
8.58%8.90%8.58%
ICICI Bank Ltd.
Banks
9.50%6.59%6.59%
Reliance Industries Ltd.
Petroleum Products
4.96%6.23%4.96%
Bharti Airtel Ltd.
Telecom - Services
5.59%4.30%4.30%
Infosys Limited
IT - Software
3.67%3.32%3.32%
Axis Bank Ltd.
Banks
3.70%2.28%2.28%
Kotak Mahindra Bank Limited
Banks
5.34%1.92%1.92%
State Bank of India
Banks
1.91%3.42%1.91%
NTPC Limited
Power
2.13%1.54%1.54%
Larsen and Toubro Ltd.
Construction
1.40%3.43%1.40%
Maruti Suzuki India Limited
Automobiles
1.33%1.74%1.33%
InterGlobe Aviation Ltd.
Transport Services
1.81%1.19%1.19%
ICICI PRUDENTIAL ASSET MANAGEMENT COMPANY LIMITED
Capital Markets
1.06%1.12%1.06%
Eternal Limited
Retailing
1.86%0.99%0.99%
Titan Company Ltd.
Consumer Durables
4.45%0.93%0.93%
Mahindra & Mahindra Ltd.
Automobiles
0.84%2.04%0.84%
Sun Pharmaceutical Industries Ltd.
Pharmaceuticals & Biotechnology
0.51%1.18%0.51%
CG Power and Industrial Solutions Ltd.
Electrical Equipment
0.49%1.69%0.49%
Tata Capital Ltd.
Finance
0.45%1.58%0.45%
DLF LIMITED
Realty
0.32%1.21%0.32%
SBI Life Insurance Company Ltd.
Insurance
0.20%1.38%0.20%

Unique to HDFC Large Cap

  • Torrent Pharmaceuticals Ltd.3.44%
  • Bajaj Auto Limited3.10%

Unique to Motilal Oswal Large Cap

  • Tata Consultancy Services Limited2.28%

Sector Overlap Breakdown

Banks
21.3% (5)
Petroleum Products
5.0% (1)
Telecom - Services
4.3% (1)
IT - Software
3.3% (1)
Automobiles
2.2% (2)
Power
1.5% (1)
Construction
1.4% (1)
Transport Services
1.2% (1)
Capital Markets
1.1% (1)
Retailing
1.0% (1)
Consumer Durables
0.9% (1)
Pharmaceuticals & Biotechnology
0.5% (1)
Electrical Equipment
0.5% (1)
Finance
0.5% (1)
Realty
0.3% (1)
Insurance
0.2% (1)

More comparisons for HDFC Large Cap

More comparisons for Motilal Oswal Large Cap

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