Motilal Oswal Business Cycle Fund vs Motilal Oswal Flexi Cap Fund
Motilal vs Motilal· Portfolio Overlap Analysis
44.7%High Overlap
11 common stocksRank #16604 / 20,000
Investor takeaway: At 44.7% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.
Common Holdings (11)
| Stock | Wt% in Motilal Oswal Business Cycle | Wt% in Motilal Oswal Flexi Cap | Overlap |
|---|---|---|---|
Kalyan Jewellers India Limited Consumer Durables | 8.57% | 7.25% | 7.25% |
Coforge Limited IT - Software | 6.73% | 6.36% | 6.36% |
Eternal Limited Retailing | 7.36% | 6.21% | 6.21% |
Persistent Systems Limited IT - Software | 8.17% | 5.55% | 5.55% |
ICICI Bank Limited Banks | 5.32% | 5.76% | 5.32% |
HDFC Bank Limited Banks | 6.15% | 5.16% | 5.16% |
PG Electroplast Limited Consumer Durables | 5.57% | 2.70% | 2.70% |
Kotak Mahindra Bank Limited Banks | 2.48% | 2.58% | 2.48% |
IndusInd Bank Limited Banks | 1.82% | 3.27% | 1.82% |
CG Power and Industrial Solutions Limited Electrical Equipment | 1.38% | 7.05% | 1.38% |
Apollo Hospitals Enterprise Limited Healthcare Services | 2.18% | 0.49% | 0.49% |
Unique to Motilal Oswal Business Cycle
- Shaily Engineering Plastics Limited7.77%
- Healthcare Global Enterprises Limited5.90%
- Bharti Airtel Limited5.13%
Unique to Motilal Oswal Flexi Cap
- Cholamandalam Investment and Finance Company Ltd4.58%
- Polycab India Limited3.46%
- Larsen & Toubro Limited3.32%
Sector Overlap Breakdown
Banks14.8% (4)
IT - Software11.9% (2)
Consumer Durables9.9% (2)
Retailing6.2% (1)
Electrical Equipment1.4% (1)
Healthcare Services0.5% (1)
More comparisons for Motilal Oswal Business Cycle
- vs Motilal Oswal Multi Cap68.3% · 16 stocks
- vs Motilal Oswal Balanced Advanta43.1% · 9 stocks
More comparisons for Motilal Oswal Flexi Cap
- vs Motilal Oswal Multi Cap44.9% · 9 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.