IB11-Groww ELSS Tax Saver Fund vs Motilal Oswal Large Cap Fund

Groww vs Motilal· Portfolio Overlap Analysis

50.6%High Overlap
21 common stocksRank #9447 / 20,000

Investor takeaway: At 50.6% 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 IB11-Groww ELSS Tax SaverWt% in Motilal Oswal Large CapOverlap
HDFC Bank Limited
Banks
8.05%8.90%8.05%
ICICI Bank Limited
Banks
5.75%6.59%5.75%
Reliance Industries Limited
Petroleum Products
5.46%6.23%5.46%
State Bank of India
Banks
3.53%3.42%3.42%
Larsen & Toubro Limited
Construction
3.35%3.43%3.35%
Bharti Airtel Limited
Telecom - Services
3.23%4.30%3.23%
Infosys Limited
IT - Software
2.49%3.32%2.49%
Axis Bank Limited
Banks
2.60%2.28%2.28%
Mahindra & Mahindra Limited
Automobiles
2.35%2.04%2.04%
Kotak Mahindra Bank Limited
Banks
2.23%1.92%1.92%
Maruti Suzuki India Limited
Automobiles
1.77%1.74%1.74%
Bajaj Finance Limited
Finance
1.67%1.54%1.54%
Cholamandalam Financial Holdings Limited
Finance
1.26%1.26%1.26%
InterGlobe Aviation Limited
Transport Services
1.50%1.19%1.19%
Grasim Industries Limited
Cement & Cement Products
1.14%1.21%1.14%
Tata Consultancy Services Limited
IT - Software
1.08%2.28%1.08%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
1.04%1.18%1.04%
Eternal Limited
Retailing
1.15%0.99%0.99%
ITC Limited
Diversified FMCG
1.54%0.97%0.97%
Titan Company Limited
Consumer Durables
1.27%0.93%0.93%
NTPC Limited
Power
0.70%1.54%0.70%

Unique to IB11-Groww ELSS Tax Saver

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

Banks
21.4% (5)
Petroleum Products
5.5% (1)
Automobiles
3.8% (2)
IT - Software
3.6% (2)
Construction
3.4% (1)
Telecom - Services
3.2% (1)
Finance
2.8% (2)
Transport Services
1.2% (1)
Cement & Cement Products
1.1% (1)
Pharmaceuticals & Biotechnology
1.0% (1)
Retailing
1.0% (1)
Diversified FMCG
1.0% (1)
Consumer Durables
0.9% (1)
Power
0.7% (1)

More comparisons for IB11-Groww ELSS Tax Saver

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