LIC MF LARGE CAP FUND vs Motilal Oswal Large Cap Fund

LIC vs Motilal· Portfolio Overlap Analysis

54.5%High Overlap
22 common stocksRank #7047 / 20,000

Investor takeaway: At 54.5% 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 (22)

StockWt% in LIC MF LARGE CAPWt% in Motilal Oswal Large CapOverlap
HDFC Bank Ltd.
Banks
9.31%8.90%8.90%
ICICI Bank Ltd.
Banks
8.03%6.59%6.59%
Reliance Industries Ltd.
Petroleum Products
6.45%6.23%6.23%
Bharti Airtel Ltd.
Telecom - Services
4.06%4.30%4.06%
Larsen & Toubro Ltd.
Construction
5.64%3.43%3.43%
State Bank of India
Banks
3.32%3.42%3.32%
Infosys Ltd.
IT - Software
2.73%3.32%2.73%
Axis Bank Ltd.
Banks
2.79%2.28%2.28%
Mahindra & Mahindra Ltd.
Automobiles
2.16%2.04%2.04%
Kotak Mahindra Bank Ltd.
Banks
1.54%1.92%1.54%
Tata Consultancy Services Ltd.
IT - Software
1.42%2.28%1.42%
Power Finance Corporation Ltd.
Finance
1.44%1.40%1.40%
SBI Life Insurance Company Ltd.
Insurance
1.92%1.38%1.38%
Maruti Suzuki India Ltd.
Automobiles
1.24%1.74%1.24%
Grasim Industries Ltd.
Cement & Cement Products
2.03%1.21%1.21%
InterGlobe Aviation Ltd.
Transport Services
1.50%1.19%1.19%
Sun Pharmaceutical Industries Ltd.
Pharmaceuticals & Biotechnology
2.08%1.18%1.18%
Eternal Ltd.
Retailing
1.34%0.99%0.99%
ITC Ltd.
Diversified FMCG
2.57%0.97%0.97%
Titan Company Ltd.
Consumer Durables
2.01%0.93%0.93%
VARUN BEVERAGES LIMITED
Beverages
0.88%1.11%0.88%
Trent Ltd.
Retailing
1.33%0.55%0.55%

Unique to LIC MF LARGE CAP

  • Hindustan Unilever Ltd.2.55%

Unique to Motilal Oswal Large Cap

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
22.6% (5)
Petroleum Products
6.2% (1)
IT - Software
4.2% (2)
Telecom - Services
4.1% (1)
Construction
3.4% (1)
Automobiles
3.3% (2)
Retailing
1.5% (2)
Finance
1.4% (1)
Insurance
1.4% (1)
Cement & Cement Products
1.2% (1)
Transport Services
1.2% (1)
Pharmaceuticals & Biotechnology
1.2% (1)
Diversified FMCG
1.0% (1)
Consumer Durables
0.9% (1)
Beverages
0.9% (1)

More comparisons for LIC MF LARGE CAP

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