Motilal Oswal Balanced Advantage Fund vs Motilal Oswal Business Cycle Fund
Motilal vs Motilal· Portfolio Overlap Analysis
43.1%High Overlap
9 common stocksRank #18641 / 20,000
Investor takeaway: At 43.1% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.
Common Holdings (9)
| Stock | Wt% in Motilal Oswal Balanced Advanta | Wt% in Motilal Oswal Business Cycle | Overlap |
|---|---|---|---|
Shaily Engineering Plastics Limited Industrial Products | 8.66% | 7.77% | 7.77% |
Eternal Limited Retailing | 6.23% | 7.36% | 6.23% |
Coforge Limited IT - Software | 6.17% | 6.73% | 6.17% |
Kalyan Jewellers India Limited Consumer Durables | 5.33% | 8.57% | 5.33% |
ICICI Bank Limited Banks | 7.17% | 5.32% | 5.32% |
Bharti Airtel Limited Telecom - Services | 7.77% | 5.13% | 5.13% |
Ellenbarrie Industrial Gases Limited Chemicals & Petrochemicals | 4.55% | 3.97% | 3.97% |
IndusInd Bank Limited Banks | 3.48% | 1.82% | 1.82% |
CG Power and Industrial Solutions Limited Electrical Equipment | 2.12% | 1.38% | 1.38% |
Unique to Motilal Oswal Balanced Advanta
- ICICI Prudential Asset Management Company Limited2.59%
- Axis Bank Limited2.23%
Unique to Motilal Oswal Business Cycle
- Persistent Systems Limited8.17%
- HDFC Bank Limited6.15%
- Healthcare Global Enterprises Limited5.90%
- PG Electroplast Limited5.57%
Sector Overlap Breakdown
Industrial Products7.8% (1)
Banks7.1% (2)
Retailing6.2% (1)
IT - Software6.2% (1)
Consumer Durables5.3% (1)
Telecom - Services5.1% (1)
Chemicals & Petrochemicals4.0% (1)
Electrical Equipment1.4% (1)
More comparisons for Motilal Oswal Balanced Advanta
- vs Motilal Oswal Multi Cap46.0% · 10 stocks
More comparisons for Motilal Oswal Business Cycle
- vs Motilal Oswal Multi Cap68.3% · 16 stocks
- vs Motilal Oswal Flexi Cap44.7% · 11 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.