Motilal Oswal Focused Fund vs Motilal Oswal Multi Cap Fund

Motilal vs Motilal· Portfolio Overlap Analysis

26.4%Moderate Overlap
11 common stocks0

Investor takeaway: These funds share moderate overlap at 26.4%. Some duplication is normal, but you should still check whether the common sectors match the role you want each fund to play.

Common Holdings (11)

StockWt% in Motilal Oswal FocusedWt% in Motilal Oswal Multi CapOverlap
IndusInd Bank Limited
Banks
3.33%3.53%3.33%
CG Power and Industrial Solutions Limited
Electrical Equipment
3.27%4.96%3.27%
Coforge Limited
IT - Software
3.09%6.02%3.09%
ICICI Bank Limited
Banks
2.97%5.25%2.97%
Eternal Limited
Retailing
2.68%6.25%2.68%
Radico Khaitan Limited
Beverages
3.09%2.41%2.41%
Maruti Suzuki India Limited
Automobiles
2.63%2.16%2.16%
Shriram Finance Limited
Finance
4.17%1.98%1.98%
MTAR Technologies Limited
Aerospace & Defense
5.12%1.65%1.65%
One 97 Communications Limited
Financial Technology (Fintech)
4.99%1.45%1.45%
Aditya Infotech Limited
Industrial Manufacturing
3.39%1.44%1.44%

Unique to Motilal Oswal Focused

  • Acutaas Chemicals Limited4.96%
  • Titan Company Limited4.14%
  • ICICI Prudential Asset Management Company Limited3.65%
  • Amber Enterprises India Limited3.57%
  • State Bank of India3.48%
  • UltraTech Cement Limited3.45%

Unique to Motilal Oswal Multi Cap

  • Shaily Engineering Plastics Limited8.75%
  • Kalyan Jewellers India Limited6.77%
  • HDFC Bank Limited5.63%
  • PG Electroplast Limited5.56%
  • Healthcare Global Enterprises Limited4.83%
  • Persistent Systems Limited4.52%

Sector Overlap Breakdown

Banks
6.3% (2)
Electrical Equipment
3.3% (1)
IT - Software
3.1% (1)
Retailing
2.7% (1)
Beverages
2.4% (1)
Automobiles
2.2% (1)
Finance
2.0% (1)
Aerospace & Defense
1.6% (1)
Financial Technology (Fintech)
1.4% (1)
Industrial Manufacturing
1.4% (1)

More comparisons for Motilal Oswal Multi Cap

  • vs Motilal Oswal Business Cycle68.3% · 16 stocks

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