Kotak BSE PSU Index Fund vs Motilal Oswal Nifty PSE ETF
Kotak vs Motilal· Portfolio Overlap Analysis
54.9%High Overlap
20 common stocksRank #6933 / 20,000
Investor takeaway: At 54.9% 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 (20)
| Stock | Wt% in Kotak BSE PSU Index | Wt% in Motilal Oswal Nifty PSE ETF | Overlap |
|---|---|---|---|
NTPC LTD Power | 7.81% | 13.98% | 7.81% |
Bharat Electronics Ltd. Aerospace and Defense | 6.86% | 12.30% | 6.86% |
Power Grid Corporation of India Ltd. Power | 5.86% | 10.44% | 5.86% |
Oil And Natural Gas Corporation Ltd. Oil | 4.70% | 8.39% | 4.70% |
Coal India Limited Consumable Fuels | 4.23% | 7.55% | 4.23% |
BHARAT PETROLEUM CORPORATION LTD. Petroleum Products | 3.24% | 5.77% | 3.24% |
Hindustan Aeronautics Ltd. Aerospace and Defense | 3.16% | 5.73% | 3.16% |
INDIAN OIL CORPORATION LTD. Petroleum Products | 2.97% | 5.41% | 2.97% |
Power Finance Corporation Ltd. Finance | 2.58% | 4.65% | 2.58% |
GAIL (India) Ltd. Gas | 1.97% | 3.53% | 1.97% |
REC LTD Finance | 1.87% | 3.37% | 1.87% |
HINDUSTAN PETROLEUM CORPORATION LTD. Petroleum Products | 1.81% | 3.25% | 1.81% |
Bharat Heavy Electricals Ltd. Electrical Equipment | 1.47% | 2.99% | 1.47% |
NMDC Ltd. Minerals and Mining | 1.21% | 2.18% | 1.21% |
Oil India Limited Oil | 1.12% | 2.04% | 1.12% |
NHPC Ltd. Power | 1.01% | 1.84% | 1.01% |
INDIAN RAILWAY FINANCE CORPORATION LTD. Finance | 0.82% | 1.43% | 0.82% |
Rail Vikas Nigam Limited Construction | 0.77% | 1.39% | 0.77% |
Indian Railway Catering And Tourism Corporation Lt Leisure Services | 0.75% | 1.33% | 0.75% |
Container Corporation of India Ltd. Transport Services | 0.73% | 1.32% | 0.73% |
Unique to Kotak BSE PSU Index
- STATE BANK OF INDIA.21.51%
Unique to Motilal Oswal Nifty PSE ETF
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Power14.7% (3)
Aerospace and Defense10.0% (2)
Petroleum Products8.0% (3)
Oil5.8% (2)
Finance5.3% (3)
Consumable Fuels4.2% (1)
Gas2.0% (1)
Electrical Equipment1.5% (1)
Minerals and Mining1.2% (1)
Construction0.8% (1)
Leisure Services0.8% (1)
Transport Services0.7% (1)
More comparisons for Kotak BSE PSU Index
- vs ADITYA BIRLA SUN LIFE PSU EQUI71.6% · 27 stocks
- vs ICICI PRUDENTIAL PSU EQUITY61.8% · 30 stocks
- vs SBI PSU58.8% · 18 stocks
- vs ADITYA BIRLA SUN LIFE NIFTY PS54.9% · 20 stocks
- vs IB61-Groww Nifty PSE ETF54.9% · 20 stocks
More comparisons for Motilal Oswal Nifty PSE ETF
- vs ADITYA BIRLA SUN LIFE NIFTY PS98.9% · 20 stocks
- vs IB61-Groww Nifty PSE ETF98.7% · 20 stocks
- vs CPSE ETF56.5% · 7 stocks
- vs ICICI PRUDENTIAL PSU EQUITY51.5% · 17 stocks
- vs ADITYA BIRLA SUN LIFE PSU EQUI49.6% · 17 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.