IB01-Groww Large Cap Fund vs Motilal Oswal Large Cap Fund

Groww vs Motilal· Portfolio Overlap Analysis

46.2%High Overlap
17 common stocksRank #14301 / 20,000

Investor takeaway: At 46.2% 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 (17)

StockWt% in IB01-Groww Large CapWt% in Motilal Oswal Large CapOverlap
HDFC Bank Limited
Banks
7.80%8.90%7.80%
ICICI Bank Limited
Banks
8.30%6.59%6.59%
Reliance Industries Limited
Petroleum Products
4.31%6.23%4.31%
Bharti Airtel Limited
Telecom - Services
4.13%4.30%4.13%
Larsen & Toubro Limited
Construction
6.74%3.43%3.43%
State Bank of India
Banks
4.64%3.42%3.42%
Axis Bank Limited
Banks
2.61%2.28%2.28%
Mahindra & Mahindra Limited
Automobiles
2.60%2.04%2.04%
Infosys Limited
IT - Software
2.03%3.32%2.03%
Kotak Mahindra Bank Limited
Banks
2.47%1.92%1.92%
Maruti Suzuki India Limited
Automobiles
1.92%1.74%1.74%
Bajaj Finance Limited
Finance
3.32%1.54%1.54%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
1.54%1.18%1.18%
Samvardhana Motherson International Ltd
Auto Components
1.18%1.54%1.18%
NTPC Limited
Power
1.07%1.54%1.07%
Eternal Limited
Retailing
2.04%0.99%0.99%
Indiqube Spaces Ltd
Commercial Services & Supplies
0.55%1.11%0.55%

Unique to IB01-Groww Large Cap

  • Cummins India Limited3.39%
  • Torrent Pharmaceuticals Limited2.61%

Unique to Motilal Oswal Large Cap

  • Tata Consultancy Services Limited2.28%

Sector Overlap Breakdown

Banks
22.0% (5)
Petroleum Products
4.3% (1)
Telecom - Services
4.1% (1)
Automobiles
3.8% (2)
Construction
3.4% (1)
IT - Software
2.0% (1)
Finance
1.5% (1)
Pharmaceuticals & Biotechnology
1.2% (1)
Auto Components
1.2% (1)
Power
1.1% (1)
Retailing
1.0% (1)
Commercial Services & Supplies
0.6% (1)

More comparisons for IB01-Groww Large Cap

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