Motilal Oswal Large Cap Fund vs PGIM INDIA LARGE CAP FUND

Motilal vs PGIM· Portfolio Overlap Analysis

56.1%High Overlap
24 common stocksRank #6480 / 20,000

Investor takeaway: At 56.1% 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 (24)

StockWt% in Motilal Oswal Large CapWt% in PGIM INDIA LARGE CAPOverlap
HDFC Bank Limited
Banks
8.90%8.93%8.90%
ICICI Bank Limited
Banks
6.59%7.94%6.59%
Reliance Industries Limited
Petroleum Products
6.23%6.64%6.23%
Bharti Airtel Limited
Telecom - Services
4.30%4.72%4.30%
Larsen & Toubro Limited
Construction
3.43%4.44%3.43%
State Bank of India
Banks
3.42%2.91%2.91%
Tata Consultancy Services Limited
IT - Software
2.28%2.56%2.28%
Kotak Mahindra Bank Limited
Banks
1.92%2.94%1.92%
Maruti Suzuki India Limited
Automobiles
1.74%1.86%1.74%
Infosys Limited
IT - Software
3.32%1.68%1.68%
Mahindra & Mahindra Limited
Automobiles
2.04%1.67%1.67%
NTPC Limited
Power
1.54%2.13%1.54%
Bajaj Finance Limited
Finance
1.54%2.94%1.54%
CG Power and Industrial Solutions Limited
Electrical Equipment
1.69%1.29%1.29%
Tata Capital Limited
Finance
1.58%1.20%1.20%
Power Finance Corporation Limited
Finance
1.40%1.14%1.14%
Varun Beverages Limited
Beverages
1.11%2.11%1.11%
Samvardhana Motherson International Limited
Auto Components
1.54%1.08%1.08%
ICICI Prudential Asset Management Company Limited
Capital Markets
1.12%1.07%1.07%
Eternal Limited
Retailing
0.99%2.26%0.99%
Titan Company Limited
Consumer Durables
0.93%2.30%0.93%
Tech Mahindra Limited
IT - Software
0.93%1.21%0.93%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
1.18%0.91%0.91%
ITC Limited
Diversified FMCG
0.97%0.75%0.75%

Unique to Motilal Oswal Large Cap

  • Axis Bank Limited2.28%

Unique to PGIM INDIA LARGE CAP

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
20.3% (4)
Petroleum Products
6.2% (1)
IT - Software
4.9% (3)
Telecom - Services
4.3% (1)
Finance
3.9% (3)
Construction
3.4% (1)
Automobiles
3.4% (2)
Power
1.5% (1)
Electrical Equipment
1.3% (1)
Beverages
1.1% (1)
Auto Components
1.1% (1)
Capital Markets
1.1% (1)
Retailing
1.0% (1)
Consumer Durables
0.9% (1)
Pharmaceuticals & Biotechnology
0.9% (1)
Diversified FMCG
0.8% (1)

More comparisons for Motilal Oswal Large Cap

More comparisons for PGIM INDIA LARGE CAP

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