Kotak Large Cap Fund vs Motilal Oswal Large Cap Fund

Kotak vs Motilal· Portfolio Overlap Analysis

53.2%High Overlap
21 common stocksRank #7621 / 20,000

Investor takeaway: At 53.2% 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 (21)

StockWt% in Kotak Large CapWt% in Motilal Oswal Large CapOverlap
HDFC BANK LTD.
Banks
7.01%8.90%7.01%
ICICI BANK LTD.
Banks
7.36%6.59%6.59%
RELIANCE INDUSTRIES LTD.
Petroleum Products
6.39%6.23%6.23%
BHARTI AIRTEL LTD.
Telecom - Services
3.78%4.30%3.78%
Larsen and Toubro Ltd.
Construction
4.22%3.43%3.43%
STATE BANK OF INDIA.
Banks
4.83%3.42%3.42%
Infosys Ltd.
IT - Software
3.32%3.32%3.32%
AXIS BANK LTD.
Banks
3.35%2.28%2.28%
Mahindra & Mahindra Ltd.
Automobiles
2.90%2.04%2.04%
Maruti Suzuki India Limited
Automobiles
2.41%1.74%1.74%
TATA CONSULTANCY SERVICES LTD.
IT - Software
1.68%2.28%1.68%
KOTAK MAHINDRA BANK LTD.
Banks
1.55%1.92%1.55%
BAJAJ FINANCE LTD.
Finance
3.14%1.54%1.54%
NTPC LTD
Power
2.89%1.54%1.54%
Inter Globe Aviation Ltd
Transport Services
1.83%1.19%1.19%
SUN PHARMACEUTICAL INDUSTRIES LTD.
Pharmaceuticals and Biotechnology
2.59%1.18%1.18%
ETERNAL LIMITED
Retailing
1.38%0.99%0.99%
ITC Ltd.
Diversified FMCG
2.05%0.97%0.97%
Tech Mahindra Ltd.
IT - Software
1.04%0.93%0.93%
SAMVARDHANA MOTHERSON INTERNATIONAL LTD
Auto Components
0.91%1.54%0.91%
Power Finance Corporation Ltd.
Finance
0.84%1.40%0.84%

Unique to Kotak Large Cap

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
20.9% (5)
Petroleum Products
6.2% (1)
IT - Software
5.9% (3)
Telecom - Services
3.8% (1)
Automobiles
3.8% (2)
Construction
3.4% (1)
Finance
2.4% (2)
Power
1.5% (1)
Transport Services
1.2% (1)
Pharmaceuticals and Biotechnology
1.2% (1)
Retailing
1.0% (1)
Diversified FMCG
1.0% (1)
Auto Components
0.9% (1)

More comparisons for Kotak Large Cap

More comparisons for Motilal Oswal Large Cap

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