Motilal Oswal Large Cap Fund vs Shriram ELSS Tax Saver Fund
Motilal vs Shriram· Portfolio Overlap Analysis
46.7%High Overlap
23 common stocksRank #13730 / 20,000
Investor takeaway: At 46.7% 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 (23)
| Stock | Wt% in Motilal Oswal Large Cap | Wt% in Shriram ELSS Tax Saver | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 8.90% | 7.23% | 7.23% |
ICICI Bank Limited Banks | 6.59% | 4.93% | 4.93% |
Bharti Airtel Limited Telecom - Services | 4.30% | 3.81% | 3.81% |
State Bank of India Banks | 3.42% | 4.73% | 3.42% |
Reliance Industries Limited Petroleum Products | 6.23% | 3.16% | 3.16% |
Infosys Limited IT - Software | 3.32% | 2.79% | 2.79% |
Larsen & Toubro Limited Construction | 3.43% | 2.62% | 2.62% |
Axis Bank Limited Banks | 2.28% | 3.11% | 2.28% |
Mahindra & Mahindra Limited Automobiles | 2.04% | 2.94% | 2.04% |
Tata Consultancy Services Limited IT - Software | 2.28% | 1.78% | 1.78% |
NTPC Limited Power | 1.54% | 2.57% | 1.54% |
SBI Life Insurance Company Limited Insurance | 1.38% | 1.31% | 1.31% |
Cholamandalam Financial Holdings Limited Finance | 1.26% | 1.38% | 1.26% |
InterGlobe Aviation Limited Transport Services | 1.19% | 2.20% | 1.19% |
Bajaj Holdings & Investment Limited Finance | 1.17% | 1.26% | 1.17% |
ITC Limited Diversified FMCG | 0.97% | 1.85% | 0.97% |
Eternal Limited Retailing | 0.99% | 0.96% | 0.96% |
Maruti Suzuki India Limited Automobiles | 1.74% | 0.94% | 0.94% |
Power Grid Corporation of India Limited Power | 1.57% | 0.93% | 0.93% |
Tech Mahindra Limited IT - Software | 0.93% | 0.83% | 0.83% |
ICICI Prudential Asset Management Company Limited Capital Markets | 1.12% | 0.56% | 0.56% |
Varun Beverages Limited Beverages | 1.11% | 0.56% | 0.56% |
Sagility Limited IT - Services | 0.79% | 0.41% | 0.41% |
Unique to Motilal Oswal Large Cap
All top holdings are shared with the other fund.
Unique to Shriram ELSS Tax Saver
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks17.9% (4)
IT - Software5.4% (3)
Telecom - Services3.8% (1)
Petroleum Products3.2% (1)
Automobiles3.0% (2)
Construction2.6% (1)
Power2.5% (2)
Finance2.4% (2)
Insurance1.3% (1)
Transport Services1.2% (1)
Diversified FMCG1.0% (1)
Retailing1.0% (1)
Capital Markets0.6% (1)
Beverages0.6% (1)
IT - Services0.4% (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 Shriram ELSS Tax Saver
- vs Shriram Flexi Cap96.1% · 70 stocks
- vs Shriram Balanced Advantage54.1% · 43 stocks
- vs Kotak Large Cap53.4% · 25 stocks
- vs Shriram Aggressive Hybrid53.3% · 47 stocks
- vs EDELWEISS LARGE CAP53.0% · 31 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.