Motilal Oswal Large Cap Fund vs NIPPON INDIA RETIREMENT FUND - WEALTH CREATION SCHEME
Motilal vs Nippon· Portfolio Overlap Analysis
47.4%High Overlap
19 common stocksRank #12728 / 20,000
Investor takeaway: At 47.4% overlap, a significant part of these portfolios is identical. Despite coming from different AMCs, the stock picks still converge heavily. Make sure both funds actually serve different jobs in your allocation.
Common Holdings (19)
| Stock | Wt% in Motilal Oswal Large Cap | Wt% in NIPPON INDIA RETIREMENT FUND - | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 8.90% | 7.08% | 7.08% |
ICICI Bank Limited Banks | 6.59% | 7.59% | 6.59% |
Reliance Industries Limited Petroleum Products | 6.23% | 4.56% | 4.56% |
Larsen & Toubro Limited Construction | 3.43% | 3.62% | 3.43% |
State Bank of India Banks | 3.42% | 3.99% | 3.42% |
Infosys Limited IT - Software | 3.32% | 2.86% | 2.86% |
Bharti Airtel Limited Telecom - Services | 4.30% | 2.69% | 2.69% |
Axis Bank Limited Banks | 2.28% | 3.20% | 2.28% |
Mahindra & Mahindra Limited Automobiles | 2.04% | 2.54% | 2.04% |
NTPC Limited Power | 1.54% | 2.93% | 1.54% |
Samvardhana Motherson International Limited Auto Components | 1.54% | 1.89% | 1.54% |
Bajaj Finance Limited Finance | 1.54% | 2.86% | 1.54% |
SBI Life Insurance Company Limited Insurance | 1.38% | 1.95% | 1.38% |
Power Finance Corporation Limited Finance | 1.40% | 1.32% | 1.32% |
InterGlobe Aviation Limited Transport Services | 1.19% | 1.54% | 1.19% |
Varun Beverages Limited Beverages | 1.11% | 1.15% | 1.11% |
Eternal Limited Retailing | 0.99% | 1.34% | 0.99% |
Titan Company Limited Consumer Durables | 0.93% | 1.38% | 0.93% |
Tech Mahindra Limited IT - Software | 0.93% | 1.84% | 0.93% |
Unique to Motilal Oswal Large Cap
- Tata Consultancy Services Limited2.28%
Unique to NIPPON INDIA RETIREMENT FUND -
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks19.4% (4)
Petroleum Products4.6% (1)
IT - Software3.8% (2)
Construction3.4% (1)
Finance2.9% (2)
Telecom - Services2.7% (1)
Automobiles2.0% (1)
Power1.5% (1)
Auto Components1.5% (1)
Insurance1.4% (1)
Transport Services1.2% (1)
Beverages1.1% (1)
Retailing1.0% (1)
Consumer Durables0.9% (1)
More comparisons for Motilal Oswal Large Cap
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- vs Parag Parikh Large Cap60.0% · 32 stocks
- vs HDFC NIFTY 100 ETF59.9% · 32 stocks
- vs ICICI Prudential Nifty 100 ETF59.9% · 32 stocks
More comparisons for NIPPON INDIA RETIREMENT FUND -
- vs CANARA ROBECO LARGE CAP62.5% · 35 stocks
- vs ADITYA BIRLA SUN LIFE LARGE CA59.5% · 36 stocks
- vs CANARA ROBECO FLEXICAP58.5% · 36 stocks
- vs Kotak Large Cap57.6% · 25 stocks
- vs Nippon India Flexi Cap57.1% · 37 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.