Kotak Energy Opportunities Fund vs Motilal Oswal Nifty Energy ETF
Kotak vs Motilal· Portfolio Overlap Analysis
49.9%High Overlap
21 common stocksRank #10336 / 20,000
Investor takeaway: At 49.9% 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 (21)
| Stock | Wt% in Kotak Energy Opportunities | Wt% in Motilal Oswal Nifty Energy ETF | Overlap |
|---|---|---|---|
RELIANCE INDUSTRIES LTD. Petroleum Products | 7.98% | 8.43% | 7.98% |
NTPC LTD Power | 8.20% | 7.38% | 7.38% |
GAIL (India) Ltd. Gas | 4.55% | 4.54% | 4.54% |
Power Grid Corporation of India Ltd. Power | 4.27% | 5.51% | 4.27% |
GE VERNOVA T&D INDIA LIMITED Electrical Equipment | 4.54% | 3.64% | 3.64% |
ABB India Ltd. Electrical Equipment | 3.91% | 2.43% | 2.43% |
Siemens Ltd. Electrical Equipment | 4.03% | 2.31% | 2.31% |
Petronet LNG Ltd. Gas | 2.13% | 2.41% | 2.13% |
Tata Power Company Ltd. Power | 2.03% | 2.58% | 2.03% |
Oil And Natural Gas Corporation Ltd. Oil | 2.00% | 10.79% | 2.00% |
BHARAT PETROLEUM CORPORATION LTD. Petroleum Products | 6.20% | 1.92% | 1.92% |
INDIAN OIL CORPORATION LTD. Petroleum Products | 4.02% | 1.80% | 1.80% |
Coal India Limited Consumable Fuels | 1.54% | 9.71% | 1.54% |
Torrent Power Ltd Power | 2.02% | 1.21% | 1.21% |
HINDUSTAN PETROLEUM CORPORATION LTD. Petroleum Products | 4.24% | 1.08% | 1.08% |
NHPC Ltd. Power | 1.62% | 0.97% | 0.97% |
Thermax Ltd. Electrical Equipment | 1.12% | 0.92% | 0.92% |
Suzlon Energy Ltd. Electrical Equipment | 0.76% | 3.95% | 0.76% |
CESC Ltd. Power | 2.04% | 0.41% | 0.41% |
NLC India Ltd. (Neyveli Lignite Corporation Ltd.) Power | 1.67% | 0.35% | 0.35% |
GUJARAT STATE PETRONET LTD. Gas | 0.22% | 0.87% | 0.22% |
Unique to Kotak Energy Opportunities
- Larsen and Toubro Ltd.4.13%
Unique to Motilal Oswal Nifty Energy ETF
- CG Power and Industrial Solutions Limited3.80%
- Bharat Heavy Electricals Limited2.95%
Sector Overlap Breakdown
Power16.6% (7)
Petroleum Products12.8% (4)
Electrical Equipment10.1% (5)
Gas6.9% (3)
Oil2.0% (1)
Consumable Fuels1.5% (1)
More comparisons for Kotak Energy Opportunities
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- vs Mirae Asset Nifty Energy ETF49.9% · 21 stocks
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More comparisons for Motilal Oswal Nifty Energy ETF
- vs Mirae Asset Nifty Energy ETF99.5% · 40 stocks
- vs Baroda BNP Paribas Energy Oppo58.4% · 18 stocks
- vs ICICI Prudential Energy Opport48.0% · 29 stocks
- vs IB45-Groww BSE Power ETF46.9% · 18 stocks
- vs ADITYA BIRLA SUN LIFE NIFTY PS43.2% · 11 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.