IB35-Groww Nifty 500 Momentum 50 ETF vs Motilal Oswal Nifty 500 Momentum 50 Index Fund

Groww vs Motilal· Portfolio Overlap Analysis

99.8%High Overlap
50 common stocksRank #1054 / 5,000

Investor takeaway: These funds overlap 99.8%. Holding both gives you almost no extra diversification. You are effectively paying two expense ratios for the same portfolio core.

Common Holdings (50)

StockWt% in IB35-Groww Nifty 500 Momentum Wt% in Motilal Oswal Nifty 500 MomentOverlap
Shriram Finance Limited
Finance
5.42%5.43%5.42%
Eicher Motors Limited
Automobiles
5.35%5.36%5.35%
Bajaj Finance Limited
Finance
4.94%4.95%4.94%
Mahindra & Mahindra Limited
Automobiles
4.65%4.66%4.65%
Hindalco Industries Limited
Non - Ferrous Metals
4.57%4.58%4.57%
Maruti Suzuki India Limited
Automobiles
4.43%4.45%4.43%
Bharti Airtel Limited
Telecom - Services
4.43%4.44%4.43%
Asian Paints Limited
Consumer Durables
4.04%4.05%4.04%
TVS Motor Company Limited
Automobiles
3.74%3.75%3.74%
Hero MotoCorp Limited
Automobiles
3.35%3.36%3.35%
InterGlobe Aviation Limited
Transport Services
3.24%3.25%3.24%
BSE Ltd
Capital Markets
3.20%3.21%3.20%
Multi Commodity Exchange of India Ltd.
Capital Markets
2.75%2.76%2.75%
The Federal Bank Limited
Banks
2.70%2.70%2.70%
Cummins India Limited
Industrial Products
2.55%2.56%2.55%
AU Small Finance Bank Limited
Banks
2.51%2.52%2.51%
Laurus Labs Limited
Pharmaceuticals & Biotechnology
2.44%2.44%2.44%
Muthoot Finance Limited
Finance
2.43%2.43%2.43%
Canara Bank
Banks
2.21%2.22%2.21%
Cholamandalam Invest & Finance Co Ltd
Finance
1.96%1.96%1.96%
L&T Finance Limited
Finance
1.89%1.89%1.89%
Max Financial Services Limited
Insurance
1.84%1.85%1.84%
Fortis Healthcare Limited
Healthcare Services
1.78%1.79%1.78%
One 97 Communications Limited
Financial Technology (Fintech)
1.74%1.75%1.74%
GE Vernova T&D India Limited
Electrical Equipment
1.68%1.69%1.68%
Indian Bank
Banks
1.65%1.65%1.65%
FSN E-Commerce Ventures Limited
Retailing
1.61%1.61%1.61%
Aditya Birla Capital Limited
Finance
1.60%1.60%1.60%
GMR Airports Limited
Transport Infrastructure
1.36%1.36%1.36%
UPL Limited
Fertilizers & Agrochemicals
1.27%1.28%1.27%
Glenmark Pharmaceuticals Limited
Pharmaceuticals & Biotechnology
1.11%1.11%1.11%
Karur Vysya Bank Limited
Banks
1.10%1.10%1.10%
Mahindra & Mahindra Financial Serv Ltd.
Finance
1.08%1.08%1.08%
RBL Bank Limited
Banks
1.03%1.03%1.03%
Navin Fluorine International Limited
Chemicals & Petrochemicals
1.02%1.03%1.02%
Hitachi Energy India Limited
Electrical Equipment
0.98%0.99%0.98%
City Union Bank Limited
Banks
0.88%0.88%0.88%
Manappuram Finance Limited
Finance
0.65%0.66%0.65%
Radico Khaitan Limited
Beverages
0.65%0.65%0.65%
FORCE MOTORS LTD.
Automobiles
0.58%0.59%0.58%
Anand Rathi Wealth Limited
Capital Markets
0.58%0.58%0.58%
Aster DM Healthcare Limited
Healthcare Services
0.46%0.47%0.46%
Asahi India Glass Limited
Auto Components
0.42%0.42%0.42%
Narayana Hrudayalaya Limited
Healthcare Services
0.38%0.38%0.38%
IIFL Finance Limited
Finance
0.37%0.37%0.37%
PTC INDUSTRIES LIMITED
Industrial Products
0.31%0.31%0.31%
HBL Engineering Limited
Industrial Products
0.25%0.25%0.25%
SYRMA SGS TECHNOLOGY LIMITED
Industrial Manufacturing
0.22%0.22%0.22%
CHOICE INTERNATIONAL LIMITED
Finance
0.19%0.19%0.19%
Gujarat Mineral Development Corp.
Minerals & Mining
0.17%0.17%0.17%

Unique to IB35-Groww Nifty 500 Momentum

All top holdings are shared with the other fund.

Unique to Motilal Oswal Nifty 500 Moment

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Automobiles
22.1% (6)
Finance
20.5% (10)
Banks
12.1% (7)
Capital Markets
6.5% (3)
Non - Ferrous Metals
4.6% (1)
Telecom - Services
4.4% (1)
Consumer Durables
4.0% (1)
Pharmaceuticals & Biotechnology
3.5% (2)
Transport Services
3.2% (1)
Industrial Products
3.1% (3)
Electrical Equipment
2.7% (2)
Healthcare Services
2.6% (3)
Insurance
1.8% (1)
Financial Technology (Fintech)
1.7% (1)
Retailing
1.6% (1)
Transport Infrastructure
1.4% (1)
Fertilizers & Agrochemicals
1.3% (1)
Chemicals & Petrochemicals
1.0% (1)
Beverages
0.7% (1)
Auto Components
0.4% (1)
Industrial Manufacturing
0.2% (1)
Minerals & Mining
0.2% (1)

More comparisons for IB35-Groww Nifty 500 Momentum

More comparisons for Motilal Oswal Nifty 500 Moment

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