Motilal Oswal Large Cap Fund vs SBI Large Cap Fund

Motilal vs SBI· Portfolio Overlap Analysis

43.7%High Overlap
16 common stocksRank #18084 / 20,000

Investor takeaway: At 43.7% 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 (16)

StockWt% in Motilal Oswal Large CapWt% in SBI Large CapOverlap
ICICI Bank Limited
Banks
6.59%8.20%6.59%
HDFC Bank Limited
Banks
8.90%6.54%6.54%
Reliance Industries Limited
Petroleum Products
6.23%6.18%6.18%
Larsen & Toubro Limited
Construction
3.43%5.73%3.43%
State Bank of India
Banks
3.42%4.16%3.42%
Infosys Limited
IT - Software
3.32%3.16%3.16%
Bharti Airtel Limited
Telecom - Services
4.30%2.48%2.48%
Axis Bank Limited
Banks
2.28%3.44%2.28%
Kotak Mahindra Bank Limited
Banks
1.92%3.46%1.92%
Samvardhana Motherson International Limited
Auto Components
1.54%2.78%1.54%
ICICI Prudential Asset Management Company Limited
Capital Markets
1.12%1.20%1.12%
Varun Beverages Limited
Beverages
1.11%2.00%1.11%
Oil & Natural Gas Corporation Limited
Oil
1.29%1.01%1.01%
Eternal Limited
Retailing
0.99%1.29%0.99%
ITC Limited
Diversified FMCG
0.97%0.98%0.97%
Tech Mahindra Limited
IT - Software
0.93%1.60%0.93%

Unique to Motilal Oswal Large Cap

  • Tata Consultancy Services Limited2.28%
  • Mahindra & Mahindra Limited2.04%

Unique to SBI Large Cap

  • HDFC Life Insurance Company Ltd.3.75%
  • Asian Paints Ltd.3.57%
  • Tata Motors Ltd.3.48%

Sector Overlap Breakdown

Banks
20.8% (5)
Petroleum Products
6.2% (1)
IT - Software
4.1% (2)
Construction
3.4% (1)
Telecom - Services
2.5% (1)
Auto Components
1.5% (1)
Capital Markets
1.1% (1)
Beverages
1.1% (1)
Oil
1.0% (1)
Retailing
1.0% (1)
Diversified FMCG
1.0% (1)

More comparisons for Motilal Oswal Large Cap

More comparisons for SBI Large Cap

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