Motilal Oswal Active Momentum Fund vs Samco Large Cap Fund
Motilal vs Samco· Portfolio Overlap Analysis
27.9%Moderate Overlap
9 common stocks0
Investor takeaway: These funds share moderate overlap at 27.9%. Some duplication is normal, but you should still check whether the common sectors match the role you want each fund to play.
Common Holdings (9)
| Stock | Wt% in Motilal Oswal Active Momentum | Wt% in Samco Large Cap | Overlap |
|---|---|---|---|
TVS Motor Company Limited Automobiles | 3.94% | 4.44% | 3.94% |
Shriram Finance Limited Finance | 4.84% | 3.72% | 3.72% |
Eicher Motors Limited Automobiles | 3.42% | 5.28% | 3.42% |
State Bank of India Banks | 6.12% | 3.41% | 3.41% |
Larsen & Toubro Limited Construction | 4.44% | 3.35% | 3.35% |
Samvardhana Motherson International Limited Auto Components | 3.21% | 3.91% | 3.21% |
Jindal Steel Limited Ferrous Metals | 2.64% | 2.82% | 2.64% |
Torrent Pharmaceuticals Limited Pharmaceuticals & Biotechnology | 2.61% | 3.32% | 2.61% |
Bharat Electronics Limited Aerospace & Defense | 5.23% | 1.55% | 1.55% |
Unique to Motilal Oswal Active Momentum
- Jain Resource Recycling Limited4.61%
- KEI Industries Limited4.45%
- Piramal Finance Limited3.94%
- IndusInd Bank Limited3.90%
- Mahindra & Mahindra Limited3.84%
Unique to Samco Large Cap
- Hindalco Industries Limited4.10%
- Vedanta Limited4.03%
- SBI Life Insurance Company Limited3.64%
- Titan Company Limited3.54%
- Hindustan Zinc Limited3.39%
Sector Overlap Breakdown
Automobiles7.4% (2)
Finance3.7% (1)
Banks3.4% (1)
Construction3.4% (1)
Auto Components3.2% (1)
Ferrous Metals2.6% (1)
Pharmaceuticals & Biotechnology2.6% (1)
Aerospace & Defense1.6% (1)
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.