Motilal Oswal Balanced Advantage Fund vs Motilal Oswal Multi Cap Fund
Motilal vs Motilal· Portfolio Overlap Analysis
46.0%High Overlap
10 common stocksRank #14500 / 20,000
Investor takeaway: At 46.0% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.
Common Holdings (10)
| Stock | Wt% in Motilal Oswal Balanced Advanta | Wt% in Motilal Oswal Multi Cap | Overlap |
|---|---|---|---|
Shaily Engineering Plastics Limited Industrial Products | 8.66% | 8.75% | 8.66% |
Eternal Limited Retailing | 6.23% | 6.25% | 6.23% |
Coforge Limited IT - Software | 6.17% | 6.02% | 6.02% |
Kalyan Jewellers India Limited Consumer Durables | 5.33% | 6.77% | 5.33% |
ICICI Bank Limited Banks | 7.17% | 5.25% | 5.25% |
Ellenbarrie Industrial Gases Limited Chemicals & Petrochemicals | 4.55% | 3.77% | 3.77% |
IndusInd Bank Limited Banks | 3.48% | 3.53% | 3.48% |
Bharti Airtel Limited Telecom - Services | 7.77% | 3.34% | 3.34% |
CG Power and Industrial Solutions Limited Electrical Equipment | 2.12% | 4.96% | 2.12% |
Shriram Finance Limited Finance | 1.83% | 1.98% | 1.83% |
Unique to Motilal Oswal Balanced Advanta
- ICICI Prudential Asset Management Company Limited2.59%
- Axis Bank Limited2.23%
Unique to Motilal Oswal Multi Cap
- HDFC Bank Limited5.63%
- PG Electroplast Limited5.56%
- Healthcare Global Enterprises Limited4.83%
- Persistent Systems Limited4.52%
Sector Overlap Breakdown
Banks8.7% (2)
Industrial Products8.7% (1)
Retailing6.2% (1)
IT - Software6.0% (1)
Consumer Durables5.3% (1)
Chemicals & Petrochemicals3.8% (1)
Telecom - Services3.3% (1)
Electrical Equipment2.1% (1)
Finance1.8% (1)
More comparisons for Motilal Oswal Balanced Advanta
- vs Motilal Oswal Business Cycle43.1% · 9 stocks
More comparisons for Motilal Oswal Multi Cap
- vs Motilal Oswal Business Cycle68.3% · 16 stocks
- vs Motilal Oswal Flexi Cap44.9% · 9 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.