Motilal Oswal Large Cap Fund vs TATA LARGE CAP FUND
Motilal vs Tata· Portfolio Overlap Analysis
53.0%High Overlap
21 common stocksRank #7651 / 20,000
Investor takeaway: At 53.0% 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 (21)
| Stock | Wt% in Motilal Oswal Large Cap | Wt% in TATA LARGE CAP | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 8.90% | 8.20% | 8.20% |
ICICI Bank Limited Banks | 6.59% | 9.12% | 6.59% |
Reliance Industries Limited Petroleum Products | 6.23% | 5.26% | 5.26% |
Larsen & Toubro Limited Construction | 3.43% | 3.58% | 3.43% |
State Bank of India Banks | 3.42% | 3.54% | 3.42% |
Infosys Limited IT - Software | 3.32% | 3.54% | 3.32% |
Axis Bank Limited Banks | 2.28% | 4.08% | 2.28% |
Tata Consultancy Services Limited IT - Software | 2.28% | 2.86% | 2.28% |
Bharti Airtel Limited Telecom - Services | 4.30% | 2.19% | 2.19% |
Mahindra & Mahindra Limited Automobiles | 2.04% | 2.89% | 2.04% |
Kotak Mahindra Bank Limited Banks | 1.92% | 3.72% | 1.92% |
NTPC Limited Power | 1.54% | 1.79% | 1.54% |
Samvardhana Motherson International Limited Auto Components | 1.54% | 2.32% | 1.54% |
Bajaj Finance Limited Finance | 1.54% | 3.04% | 1.54% |
Power Grid Corporation of India Limited Power | 1.57% | 1.43% | 1.43% |
Indus Towers Limited Telecom - Services | 1.54% | 1.23% | 1.23% |
InterGlobe Aviation Limited Transport Services | 1.19% | 1.56% | 1.19% |
ICICI Prudential Asset Management Company Limited Capital Markets | 1.12% | 1.83% | 1.12% |
Whirlpool of India Limited Consumer Durables | 1.28% | 1.11% | 1.11% |
Tech Mahindra Limited IT - Software | 0.93% | 1.85% | 0.93% |
JSW Cement Limited Cement & Cement Products | 0.39% | 1.54% | 0.39% |
Unique to Motilal Oswal Large Cap
All top holdings are shared with the other fund.
Unique to TATA LARGE CAP
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks22.4% (5)
IT - Software6.5% (3)
Petroleum Products5.3% (1)
Construction3.4% (1)
Telecom - Services3.4% (2)
Power3.0% (2)
Automobiles2.0% (1)
Auto Components1.5% (1)
Finance1.5% (1)
Transport Services1.2% (1)
Capital Markets1.1% (1)
Consumer Durables1.1% (1)
Cement & Cement Products0.4% (1)
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.