Motilal Oswal Flexi Cap Fund vs Motilal Oswal Focused Fund
Motilal vs Motilal· Portfolio Overlap Analysis
21.6%Moderate Overlap
8 common stocks0
Investor takeaway: These funds share moderate overlap at 21.6%. Some duplication is normal, but you should still check whether the common sectors match the role you want each fund to play.
Common Holdings (8)
| Stock | Wt% in Motilal Oswal Flexi Cap | Wt% in Motilal Oswal Focused | Overlap |
|---|---|---|---|
CG Power and Industrial Solutions Limited Electrical Equipment | 7.05% | 3.27% | 3.27% |
IndusInd Bank Limited Banks | 3.27% | 3.33% | 3.27% |
State Bank of India Banks | 3.16% | 3.48% | 3.16% |
Coforge Limited IT - Software | 6.36% | 3.09% | 3.09% |
ICICI Bank Limited Banks | 5.76% | 2.97% | 2.97% |
Bharat Electronics Limited Aerospace & Defense | 2.69% | 2.98% | 2.69% |
Eternal Limited Retailing | 6.21% | 2.68% | 2.68% |
Apollo Hospitals Enterprise Limited Healthcare Services | 0.49% | 2.44% | 0.49% |
Unique to Motilal Oswal Flexi Cap
- Kalyan Jewellers India Limited7.25%
- Persistent Systems Limited5.55%
- HDFC Bank Limited5.16%
- Cholamandalam Investment and Finance Company Ltd4.58%
- Polycab India Limited3.46%
- Larsen & Toubro Limited3.32%
Unique to Motilal Oswal Focused
- MTAR Technologies Limited5.12%
- One 97 Communications Limited4.99%
- Acutaas Chemicals Limited4.96%
- Shriram Finance Limited4.17%
- Titan Company Limited4.14%
- ICICI Prudential Asset Management Company Limited3.65%
- Amber Enterprises India Limited3.57%
- UltraTech Cement Limited3.45%
- Aditya Infotech Limited3.39%
Sector Overlap Breakdown
Banks9.4% (3)
Electrical Equipment3.3% (1)
IT - Software3.1% (1)
Aerospace & Defense2.7% (1)
Retailing2.7% (1)
Healthcare Services0.5% (1)
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.