Motilal Oswal Active Momentum Fund vs Motilal Oswal Special Opportunities Fund
Motilal vs Motilal· Portfolio Overlap Analysis
45.2%High Overlap
13 common stocksRank #15790 / 20,000
Investor takeaway: At 45.2% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.
Common Holdings (13)
| Stock | Wt% in Motilal Oswal Active Momentum | Wt% in Motilal Oswal Special Opportun | Overlap |
|---|---|---|---|
State Bank of India Banks | 6.12% | 7.47% | 6.12% |
Shriram Finance Limited Finance | 4.84% | 6.38% | 4.84% |
KEI Industries Limited Industrial Products | 4.45% | 4.69% | 4.45% |
Jain Resource Recycling Limited Diversified Metals | 4.61% | 4.35% | 4.35% |
Muthoot Finance Limited Finance | 3.50% | 6.06% | 3.50% |
Aditya Birla Capital Limited Finance | 3.44% | 5.38% | 3.44% |
Billionbrains Garage Ventures Ltd Capital Markets | 3.32% | 4.26% | 3.32% |
Ather Energy Limited Automobiles | 3.29% | 4.53% | 3.29% |
Samvardhana Motherson International Limited Auto Components | 3.21% | 3.41% | 3.21% |
Waaree Energies Limited Electrical Equipment | 2.95% | 4.15% | 2.95% |
Multi Commodity Exchange of India Limited Capital Markets | 2.16% | 3.31% | 2.16% |
Fractal Analytics Ltd IT - Software | 2.34% | 1.97% | 1.97% |
Amagi Media Labs Limited IT - Services | 1.60% | 2.89% | 1.60% |
Unique to Motilal Oswal Active Momentum
- Bharat Electronics Limited5.23%
- Larsen & Toubro Limited4.44%
- TVS Motor Company Limited3.94%
- Piramal Finance Limited3.94%
- IndusInd Bank Limited3.90%
- Mahindra & Mahindra Limited3.84%
Unique to Motilal Oswal Special Opportun
- ICICI Prudential Asset Management Company Limited4.73%
- One 97 Communications Limited4.23%
Sector Overlap Breakdown
Finance11.8% (3)
Banks6.1% (1)
Capital Markets5.5% (2)
Industrial Products4.5% (1)
Diversified Metals4.3% (1)
Automobiles3.3% (1)
Auto Components3.2% (1)
Electrical Equipment3.0% (1)
IT - Software2.0% (1)
IT - Services1.6% (1)
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.