Motilal Oswal Large Cap Fund vs Shriram Flexi Cap Fund

Motilal vs Shriram· Portfolio Overlap Analysis

47.0%High Overlap
23 common stocksRank #13278 / 20,000

Investor takeaway: At 47.0% 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)

StockWt% in Motilal Oswal Large CapWt% in Shriram Flexi CapOverlap
HDFC Bank Limited
Banks
8.90%7.33%7.33%
ICICI Bank Limited
Banks
6.59%4.98%4.98%
Bharti Airtel Limited
Telecom - Services
4.30%3.85%3.85%
State Bank of India
Banks
3.42%4.78%3.42%
Reliance Industries Limited
Petroleum Products
6.23%3.19%3.19%
Infosys Limited
IT - Software
3.32%2.81%2.81%
Larsen & Toubro Limited
Construction
3.43%2.64%2.64%
Axis Bank Limited
Banks
2.28%3.15%2.28%
Mahindra & Mahindra Limited
Automobiles
2.04%2.96%2.04%
Tata Consultancy Services Limited
IT - Software
2.28%1.80%1.80%
NTPC Limited
Power
1.54%2.60%1.54%
SBI Life Insurance Company Limited
Insurance
1.38%1.31%1.31%
Cholamandalam Financial Holdings Limited
Finance
1.26%1.33%1.26%
InterGlobe Aviation Limited
Transport Services
1.19%2.13%1.19%
Bajaj Holdings & Investment Limited
Finance
1.17%1.28%1.17%
Eternal Limited
Retailing
0.99%0.98%0.98%
Maruti Suzuki India Limited
Automobiles
1.74%0.97%0.97%
ITC Limited
Diversified FMCG
0.97%1.99%0.97%
Power Grid Corporation of India Limited
Power
1.57%0.94%0.94%
Tech Mahindra Limited
IT - Software
0.93%0.84%0.84%
Varun Beverages Limited
Beverages
1.11%0.60%0.60%
ICICI Prudential Asset Management Company Limited
Capital Markets
1.12%0.56%0.56%
Sagility Limited
IT - Services
0.79%0.36%0.36%

Unique to Motilal Oswal Large Cap

All top holdings are shared with the other fund.

Unique to Shriram Flexi Cap

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
18.0% (4)
IT - Software
5.5% (3)
Telecom - Services
3.9% (1)
Petroleum Products
3.2% (1)
Automobiles
3.0% (2)
Construction
2.6% (1)
Power
2.5% (2)
Finance
2.4% (2)
Insurance
1.3% (1)
Transport Services
1.2% (1)
Retailing
1.0% (1)
Diversified FMCG
1.0% (1)
Beverages
0.6% (1)
Capital Markets
0.6% (1)
IT - Services
0.4% (1)

More comparisons for Motilal Oswal Large Cap

More comparisons for Shriram Flexi Cap

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