Motilal Oswal BSE Quality Index Fund vs Motilal Oswal Quant Fund

Motilal vs Motilal· Portfolio Overlap Analysis

9.0%Low Overlap
3 common stocks0

Investor takeaway: At just 9.0% overlap, these funds complement each other fairly well. Holding both gives you materially better diversification than most same-category pairings.

Common Holdings (3)

StockWt% in Motilal Oswal BSE Quality IndeWt% in Motilal Oswal QuantOverlap
Hero MotoCorp Limited
Automobiles
6.33%4.53%4.53%
Hindustan Zinc Limited
Non - Ferrous Metals
2.63%4.45%2.63%
Hindustan Aeronautics Limited
Aerospace & Defense
5.32%1.81%1.81%

Unique to Motilal Oswal BSE Quality Inde

  • Coal India Limited6.82%
  • Nestle India Limited6.58%
  • Britannia Industries Limited6.00%
  • HCL Technologies Limited5.89%
  • Cummins India Limited5.56%
  • Infosys Limited5.26%
  • Tata Consultancy Services Limited5.26%
  • HDFC Asset Management Company Limited4.97%

Unique to Motilal Oswal Quant

  • Indian Oil Corporation Limited4.60%
  • Vedanta Limited4.59%
  • Glenmark Pharmaceuticals Limited4.56%
  • Bharat Petroleum Corporation Limited4.50%
  • Torrent Power Limited4.45%
  • Lupin Limited4.44%
  • Kalyan Jewellers India Limited4.43%
  • Canara Bank4.35%

Sector Overlap Breakdown

Automobiles
4.5% (1)
Non - Ferrous Metals
2.6% (1)
Aerospace & Defense
1.8% (1)

More comparisons for Motilal Oswal BSE Quality Inde

  • vs TATA BSE QUALITY INDEX99.8% · 30 stocks
  • vs Motilal Oswal BSE Quality ETF99.6% · 30 stocks
  • vs ADITYA BIRLA SUN LIFE BSE 500 70.9% · 29 stocks
  • vs ADITYA BIRLA SUN LIFE NIFTY 2062.0% · 19 stocks
  • vs ICICI Prudential Nifty 200 Qua62.0% · 19 stocks

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